Steven Trimble's Location
Cincinnati, OH, US
Steven Trimble's Work
- Senior Vice President - Wealth Management @ New York Fitness
- Senior Vice President - Investment Officer @ Wells Fargo Advisors
- First Vice President-Investment Officer @ Wells Fargo Advisors
- Investment Advisor @ PNC
Steven Trimble's Education
- University of Cininnati
BS (Marketing and Communications)
1978 - 1982 - Michigan State University
Chartered Wealth Advisor
2004 - 2005 - Schlarman H.S.
Steven Trimble's Skills
- Comprehensive Planning
- Investment Portfolio Design
- Portfolio Management
- Banking
- Services
- Customer Service
- Wealth Management
Steven Trimble's Summary
Steven Trimble, based in Cincinnati, OH, US, is currently a Senior Vice President - Wealth Management at UBS Financial Services, bringing experience from previous roles at Wells Fargo Advisors, LLC and PNC Bank. Steven Trimble holds a 1978 - 1982 BS in Marketing and Communications @ University of Cininnati. With a robust skill set that includes Comprehensive Planning, Investment Portfolio Design, Portfolio Management, Banking, Services and more, Steven Trimble contributes valuable insights to the industry. Steven Trimble has 2 emails on RocketReach.
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