Steven Lundgren Email & Phone Number
First Vice President - Investments, Senior Portfolio PIM Manager, Financial Advisor @ Wells Fargo Advisors
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Steven Lundgren Location
- Walnut Creek, CA, US
Steven Lundgren Work
- 2014 -now First Vice President - Investments, Senior Portfolio PIM Manager, Financial Advisor @
- 2008 -2014 Vice President, Senior Portfolio Manager, Financial Advisor @
- 2000 -2008 Financial Advisor @
- 1996 -2000 Financial Advisor @ Morgan Stanley Dean Witter
- 1995 -1996 Life Insurance Agent @
- 1987 -1995 Civil Engineer @ San Francisco Bay Area Rapid Transit District
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
- Financial Planning
- Portfolio Management
- Fiduciary Services
- Retirement Planning
- Financial Advisory
- Securities
- Asset Management
- Investment Planning
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 and 1 mobile phone numbers on RocketReach.
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