Steven Tresnan's Location
New York, NY, US
Steven Tresnan's Work
- Private Wealth Advisor @ The Bahnsen Group
- Managing Director I Tresnan Ferst Wealth Advisors @ VWG Wealth Management
- Director, Client Service I Kuhlmey Wealth Management @ VWG Wealth Management
- Financial Advisor @ Financial Services Company
- CERTIFIED FINANCIAL PLANNER™ practitioner at Ameriprise Financial Services, Inc. @ Financial Services Company
- Lead Field Engineer @ Northrop Grumman
- Industrial Engineer - Facilities Co-op @ Westinghouse EMD
Steven Tresnan's Education
- Penn State University
Bachelor's (Industrial Engineering)
1998 - 2003 - North Hills1992 - 1998
Steven Tresnan's Skills
- Estate Planning
- Strategic Financial Planning
- Portfolio Construction
- Insurance Planning
- Client Presentation
- Strategic Financial
- Investments
- Marketing
- Presentation Design
- Retirement Planning
Steven Tresnan's Summary
Steven Tresnan, based in New York, NY, US, is currently a Private Wealth Advisor at The Bahnsen Group, bringing experience from previous roles at Hightower Advisors and Ameriprise Financial Services, Inc.. Steven Tresnan holds a 1998 - 2003 Bachelor's in Industrial Engineering @ Penn State University. With a robust skill set that includes Estate Planning, Strategic Financial Planning, Portfolio Construction, Insurance Planning, Client Presentation and more, Steven Tresnan contributes valuable insights to the industry. Steven Tresnan has 1 email on RocketReach.
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