Steven Ouellette Email & Phone Number
Senior Portfolio Manager-Major Accounts @ TIAA
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Steven Ouellette Location
- Harrisburg, NC, US
Steven Ouellette Work
- 2010 -now Senior Portfolio Manager-Major Accounts @
- 2008 -2010 VP-Financial Consultant @
- 2006 -2008 Wealth Management Advisor @
- 2003 -2006 VP-Financial Consultant @
- 2002 -2003 Financial Consultant @
- 2000 -2002 Financial Advisor @
- 1998 -2000 Client Service Associate @
Steven Ouellette Education
- University of North Carolina at Charlotte
Master of Business Administration (MBA) (Concentration in Management)
2012-2016 - University of Rhode Island
BA (Communication)
1994-1998
Steven Ouellette Skills
- Asset Allocation
- Alternative Investments
- Finance
- Investment Advisory
- Investment Strategies
- Investments
- Mutual Funds
- Portfolio Management
- Securities
- Wealth Management
- Major Accounts
- Document Imaging
- Strategic Financial Planning
- Derivatives
- Series 7
Steven Ouellette Summary
- Steven Ouellette, based in Harrisburg, NC, US, is currently a Senior Portfolio Manager-Major Accounts at TIAA. Steven Ouellette brings experience from previous roles at Charles Schwab, TIAA and Citizens Investment Services. Steven Ouellette holds a 2012 - 2016 Master of Business Administration (MBA) in Concentration in Management @ University of North Carolina at Charlotte. With a robust skill set that includes Asset Allocation, Alternative Investments, Finance, Investment Advisory, Investment Strategies and more. Steven Ouellette has 3 emails and 3 mobile phone numbers on RocketReach.
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