Steven Stapleton Email & Phone Number
Senior Vice President, Wealth Advisor
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Steven Stapleton Location
- Indianapolis, IN, US
Steven Stapleton Work
- 1986 -now Senior Vice President, Wealth Advisor @ Morgan Stanley
Steven Stapleton Education
- University of Pennsylvania - The Wharton School
Executive education (Certified Investment Management Analyst® (CIMA®) curriculum)
2001-2002 - Bellarmine University
MBA (Business administration, accounting and finance.)
- Universiy of Kentucky
BS (Economics)
Steven Stapleton Skills
- Management
- Microsoft Office
- Business Development
- Marketing
- Investments
- Microsoft Excel
- Sales
- Wealth
- Underwriting
- Retirement Planning
- Tenant Representation
Steven Stapleton Summary
- Steven Stapleton, based in Indianapolis, IN, US, is currently a Senior Vice President, Wealth Advisor at Morgan Stanley. Steven Stapleton holds a 2001 - 2002 Executive education in Certified Investment Management Analyst® (CIMA®) curriculum @ University of Pennsylvania - The Wharton School. With a robust skill set that includes Management, Microsoft Office, Business Development, Marketing, Investments and more. Steven Stapleton has 4 emails and 2 mobile phone numbers on RocketReach.
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