Steven Meade Email & Phone Number
Investor Services Advisor Support Associate @ Lincoln Investment
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Steven Meade Location
- Philadelphia, PA, US
Steven Meade Work
- Investor Services Advisor Support Associate @ (May 2018 - Present)
- Client Service Associate @ (January 2016 - November 2017)
- Client Service Specialist @ (June 2013 - January 2016)
- President of Sports Club Council @ West Chester University of Pennsylvania (April 2011 - May 2013)
- Marketing and Managment Intern @ (May 2010 - May 2013)
Steven Meade Education
- West Chester University of Pennsylvania
Bachelor of Science (B.S.) (Finance, General)
2009-2013
Steven Meade Skills
- Client Billing
- Client Education
- Client Relations
- Cross Functional Team Building
- Customer Service
- Financial Reporting
- Microsoft Excel
- Microsoft Office
- Microsoft Word
- Multi-generational Planning
- PowerPoint
- Public Speaking
- Relationship Management
- Retirement Income Strategies
- Retirement Planning
- Social Impact
- Team Building
- Team Leadership
- Wealth Preservation Planning
Steven Meade Summary
- Steven Meade, based in Philadelphia, PA, US, is currently a Investor Services Advisor Support Associate at Lincoln Investment. Steven Meade brings experience from previous roles at Threshold Group, Vanguard, West Chester University of Pennsylvania and Dietz and Watson. Steven Meade holds a 2009 - 2013 Bachelor of Science (B.S.) in Finance, General @ West Chester University of Pennsylvania. With a robust skill set that includes Client Billing, Client Education, Client Relations, Cross Functional Team Building, Customer Service and more. Steven Meade has 3 emails and 2 mobile phone numbers on RocketReach.
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