Steven Neeley Email & Phone Number
Founder and Wealth Advisor
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Steven Neeley Location
- Indianapolis, IN, US
Steven Neeley Work
- 2022 -now Founder and Wealth Advisor @ Fortress Capital Advisors
- 2020 -2022 Chief Investment Officer @
- 2019 -2020 Chief Investment Officer @ One Charles Private Wealth (Merged with TMD & Associates in July 2019)
- 2010 -2019 Portfolio Manager (2015-June 2019) Senior Investment Analyst and Financial Planner (2010-2015) @
- 2010 -2011 Financial Analyst @ ValuCorp
- 2009 -2009 Portfolio Analyst (Intern) @
- 2008 -2009 Business Development Specialist @ MissionCare Inc.
- 2004 -2007 Assistant Manager @ Richmond International Language Institute
Steven Neeley Education
- Thunderbird School of Global Management
Master of Business Administration (M.B.A.) (Finance)
2008-2010 - Indiana University Bloomington
Bachelor of Arts (B.A.)
1998-2002
Steven Neeley Summary
- Steven Neeley, based in Indianapolis, IN, US, is currently a Founder and Wealth Advisor at Fortress Capital Advisors. Steven Neeley brings experience from previous roles at TMD Wealth Management, One Charles Private Wealth (Merged with TMD & Associates in July 2019), TMD & Associates and ValuCorp. Steven Neeley holds a 2008 - 2010 Master of Business Administration (M.B.A.) in Finance @ Thunderbird School of Global Management. Steven Neeley has 1 emails and 1 mobile phone numbers on RocketReach.
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