Steven Merkel's Location
Naples, Florida, United States
Steven Merkel's Work
- Financial Services Industry @ Ciccarelli Advisory Services, Inc.
- Certified Financial Planner Practitioner @ Ciccarelli Advisory Services, Inc.
- Managing Director and Portfolio Manager @ Piedmont Investment Advisors
- Senior Vice President, Wealth Management @ Fac Wealth Management
- Portfolio Manager and Chief Compliance Officer @ Investor Solutions
- Air Defense Artillery Officer- Missile Command @ u.s Dept of Defense
Steven Merkel's Education
- College of Financial Planning2001 - 2003
- American College2000 - 2002
- Us Military Academy - Fl Ocs1994 - 1996
- U.S. Military Academy - Fl Ocs1994 - 1996
- Ship
Bachelor Of Science (Finance)
1989 - 1993 - Hamburg Area High School1983 - 1987
Steven Merkel's Skills
- Finance
- Portfolio Management
- Strategic Financial Planning
- Securities
- Investments
- Equities
- Retirement Planning
- Customer Service
- Mutual Funds
- Investment Advisory
Steven Merkel's Summary
Steven Merkel, based in Naples, Florida, United States, is currently a Financial Services Industry at Ciccarelli Advisory Services, Inc., bringing experience from previous roles at Ciccarelli Advisory Services, Inc., Piedmont Investment Advisors, Fac Wealth Management and Investor Solutions. Steven Merkel holds a 2001 - 2003 College of Financial Planning. With a robust skill set that includes Finance, Portfolio Management, Strategic Financial Planning, Securities, Investments and more, Steven Merkel contributes valuable insights to the industry. Steven Merkel has 2 emails on RocketReach.
5 free lookups per month.
No credit card required.
If you need more lookups,
subscriptions start at $48 USD/month.
Not the Steven Merkel you were looking for?
Find contact details for 700 million professionals.
Others Named Steven Merkel
-
55+
-
22
-
View
Steven Merkel
Strategic Planning - Capacity and Battery Electric Vehicle(BEV) Infrastructure at Mercedes-Benz Research & Development North America, Inc.
Ann Arbor, Michigan, United States55+ -
21
-
2
-
ViewSteven Merkel
Senior Security Applications Manager at Insight Global
Baltimore, Maryland, United States55+
People Like Steven Merkel
-
12
-
ViewSamantha Webster
Certified Financial Planner Professional at Ciccarelli Advisory Services, Inc.
New York, United States1 -
25
-
ViewJosh Espinosa
Financial Advisor at Ciccarelli Advisory Services, Inc.
Naples, Florida, United States11 -
12
-
11
-
55+
-
35+
-
5+5+
-
55+
-
45+
Top Ciccarelli Advisory Services, Inc. Employees
-
12
-
ViewPaul Ciccarelli
Financial Advisor and Vice President at Ciccarelli Advisory Services, Inc.
Naples, Florida, United States14 -
5+5+
-
ViewSteven Merkel
Financial Services Industry at Ciccarelli Advisory Services, Inc.
Naples, Florida, United States22 -
View
Josh Espinosa
Financial Advisor at Ciccarelli Advisory Services, Inc.
Naples, Florida, United States11 -
25
-
View
Samantha Webster
Certified Financial Planner Professional at Ciccarelli Advisory Services, Inc.
New York, United States1 -
ViewCarla Phillips
Operations Manager at Ciccarelli Advisory Services, Inc.
Naples, Florida, United States31
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5
free lookups / month.
Search
Search over 700
million verified professionals across 35 million companies.
Get Contact Info
Get contact details including emails and phone numbers
(business & personal).
G2Crowd Trusted
300K+
Plugin Users
