Steven Wallen Email & Phone Number
Chief Investment Officer and Chief Operating Officer
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Steven Wallen Location
- Advance, NC, US
Steven Wallen Work
- Chief Investment Officer and Chief Operating Officer @ Slick Enterprises Inc. (November 2012 - Present)
- Portfolio Manager @ (March 2011 - November 2012)
- Investment Manager @ J.I. Kislak Inc (August 2005 - March 2011)
- Analyst @ (December 1996 - July 2005)
Steven Wallen Education
- Pace University - Lubin School of Business
M.B.A. (Investment Management)
2001-2004 - Allegheny College
B.A. (Economics)
1992-1996
Steven Wallen Skills
- Alternative Investments
- Asset Allocation
- Asset Management
- Equities
- Financial Analysis
- Fixed Income
- Hedge Funds
- High Net Worth Individuals
- Investment Advisory
- Investment Management
- Investment Strategies
- Investments
- Mutual Funds
- Portfolio Management
- Private Equity
- Wealth Management
- Microsoft Office
- Sales
- Training
- Financial Modeling
- Strategy
- Process Improvement
- SQL
- Strategic Planning
- Finance
Steven Wallen Summary
- Steven Wallen, based in Advance, NC, US, is currently a Chief Investment Officer and Chief Operating Officer at Slick Enterprises Inc.. Steven Wallen brings experience from previous roles at Northern Trust, J.I. Kislak Inc and Neuberger Berman. Steven Wallen holds a 2001 - 2004 M.B.A. in Investment Management @ Pace University - Lubin School of Business. With a robust skill set that includes Alternative Investments, Asset Allocation, Asset Management, Equities, Financial Analysis and more. Steven Wallen has 1 emails and 2 mobile phone numbers on RocketReach.
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