Steven Lundgren Email & Phone Number

First Vice President - Investments, Senior Portfolio PIM Manager, Financial Advisor @ Wells Fargo Advisors

5 free lookup(s).

Steven Lundgren Location

Walnut Creek, CA, US

Steven Lundgren Work

2014 - now First Vice President - Investments, Senior Portfolio PIM Manager, Financial Advisor @ Wells Fargo Advisors
2008 - 2014 Vice President, Senior Portfolio Manager, Financial Advisor @ Morgan Stanley
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2000 - 2008 Financial Advisor @ Merrill Lynch
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1996 - 2000 Financial Advisor @ Morgan Stanley Dean Witter
1995 - 1996 Life Insurance Agent @ THRIVENT FINANCIAL
1987 - 1995 Civil Engineer @ San Francisco Bay Area Rapid Transit District

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Steven Lundgren Education

California State University - Fresno
Bachalor of Science (Civil Engineering)
1978 - 1983

Steven Lundgren Skills

Management
Retirement
Life Insurance

Finance
Investments
Risk Management
Financial Analysis
Equities
Financial Services
Alternative Investments

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Steven Lundgren Summary

Steven Lundgren, based in Walnut Creek, CA, US, is currently a First Vice President - Investments, Senior Portfolio PIM Manager, Financial Advisor at Wells Fargo Advisors. Steven Lundgren brings experience from previous roles at Morgan Stanley, Merrill Lynch, Morgan Stanley Dean Witter and Thrivent Financial. Steven Lundgren holds a 1978 - 1983 Bachalor of Science in Civil Engineering @ California State University - Fresno. With a robust skill set that includes Management, Retirement, Life Insurance, Finance, Investments and more. Steven Lundgren has 1 emails on RocketReach.

Steven Lundgren Emails

Found 1 emails

@wellsfargoadvisors.com

Steven Lundgren Phone Numbers

Found 1 phone numbers

+1 925-808-XXXX

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