Steven Mitchell Email & Phone Number
Managing Director @ Procyon Partners
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Steven Mitchell Location
- New York, NY, US
Steven Mitchell Work
- Managing Director @ (July 2020 - Present)
- Managing Director Wealth Management @ UBS (November 2008 - July 2020)
- Financial Advisor - Senior Vice President @ Lehman Brothers (January 1991 - November 2008)
Steven Mitchell Education
- Syracuse University - Maxwell School
Bachelor's degree (Economics)
1986-1990
Steven Mitchell Skills
- Sales Processes
- Sales Strategy
- Coaching & Mentoring
- Be Your Own Boss
- Business
- Sales Performance
- Leadership
- Strategic Thinking
- Succession Planning
- New Business Development
- Business Development
- Market Planning
- Financial Goals
- Financial Statements
- Client Liaison
- Financial Services
- Banking
- Wealth Management Services
- Client Services
- Client Relations
- Consulting
- Economics
- Business Relationship Management
- Corporate Finance
- Finance
- Financial Reporting
- Financial Advisory
- Portfolio Management
- Financial Planning
- Sales
- Business Analysis
- Account Management
- Analytical Skills
- Financial Analysis
- Wealth Management
- Investments
- Asset Management
- Capital Markets
- Strategy
- Training
Steven Mitchell Summary
- Steven Mitchell, based in New York, NY, US, is currently a Managing Director at Procyon Partners. Steven Mitchell brings experience from previous roles at UBS and Lehman Brothers. Steven Mitchell holds a 1986 - 1990 Bachelor's degree in Economics @ Syracuse University - Maxwell School. With a robust skill set that includes Sales Processes, Sales Strategy, Coaching & Mentoring, Be Your Own Boss, Business and more. Steven Mitchell has 1 emails and 4 mobile phone numbers on RocketReach.
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Top Procyon Partners Employees
Massimo Santicchia
Head of US Equities and Senior Vice President
Palm Beach, FL, US
Antonio Rodrigues
Chief Investment Officer
Shelton, CT, US
Robert Alimena
Partner, Private Wealth Advisor
Melville, NY, US
Tom Simses
VP Employee Benefits
Branford, CT, US
Steven Mitchell
Managing Director
New York, NY, US
Phil Fiore
Chief Executive Officer
Shelton, CT, US
Harry Kirkpatrick
President, Private Wealth and Chief Revenue Officer
Worcester, MA, US
Melissa Dittrich
Executive Vice President
Shelton, CT, US
Joel Lagore
Senior Vice President of Wealth Management
Brentwood, TN, US
Jim Jeffery
Managing Director, Senior Institutional Consultant
New York, NY, US
Tom Gahan
Managing Director
Shelton, CT, US
Amber Carone
Vice President, Retirement Plan Consultant
Shelton, CT, US
Dan Limmer
Vice President, Private Wealth Advisor
Melville, NY, US
Caroline Wetzel
Vice President, Private Wealth Advisor
Shelton, CT, US
Andy Leung
Vice President, Private Wealth Advisor
Sarasota, FL, US
Michael Desmond
Partner
Melville, NY, US
Sean Rabinowitz
President
Shelton, CT, US
Frank McKiernan
Senior Vice President, Senior Private Wealth Advisor
New York, NY, US
Gabby Payne
Chief Administrative Officer
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