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
- 2012 -now Chief Investment Officer and Chief Operating Officer @ Slick Enterprises Inc.
- 2011 -2012 Portfolio Manager @
- 2005 -2011 Investment Manager @ J.I. Kislak Inc
- 1996 -2005 Analyst @
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
- Investments
- Asset Management
- Portfolio Management
- High Net Worth Individuals
- Asset Allocation
- Wealth Management
- Investment Strategies
- Investment Advisory
- Equities
- Fixed Income
- Private Equity
- Alternative Investments
- Hedge Funds
- Investment Management
- Mutual Funds
- 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 Investments, Asset Management, Portfolio Management, High Net Worth Individuals, Asset Allocation and more. Steven Wallen has 1 emails and 2 mobile phone numbers on RocketReach.
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