Steven Schlegel's Location
Fleetwood, Pennsylvania, United States
Steven Schlegel's Work
- Chief Compliance Officer @ SagePoint Financial
- Deputy Chief Compliance Officer @ SagePoint Financial
- Vice President, Field Supervision @ SagePoint Financial (Advisor Group)
- Regional Manager, Field Supervision @ SunAmerica Securities (AIG Financial Group, Sentra, Spelman)
- Vice President and Managing Director @ Leesport Wealth Management LLC
- Director of Finance @ BFCHI
Steven Schlegel's Education
- Penn State University
Bachelor of Science (B.S.) (Accounting)
Steven Schlegel's Skills
- Leadership
- Microsoft Excel
- Customer Service
- Sales
- Financial Analysis
- Supervision
- Civilcad
- Banking
- Investments
Steven Schlegel's Summary
Steven Schlegel, based in Fleetwood, Pennsylvania, United States, is currently a Chief Compliance Officer at SagePoint Financial, bringing experience from previous roles at SagePoint Financial, SagePoint Financial (Advisor Group), SunAmerica Securities (AIG Financial Group, Sentra, Spelman) and Leesport Wealth Management LLC. Steven Schlegel holds a Bachelor of Science (B.S.) in Accounting @ Penn State University. With a robust skill set that includes Leadership, Microsoft Excel, Customer Service, Sales, Financial Analysis and more, Steven Schlegel contributes valuable insights to the industry. Steven Schlegel has 2 emails and 1 mobile phone number on RocketReach.
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