Steven Wendler Email & Phone Number
Private Client Advisor and Vice President of Investments
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Steven Wendler Location
- Austin, TX, US
Steven Wendler Work
- Private Client Advisor and Vice President of Investments @ J.P. Morgan Wealth Management (April 2019 - Present)
- Brokerage Consultant @ (January 2018 - April 2019)
- Investment Consultant @ (January 2015 - December 2017)
- Financial Representative Branch @ (October 2013 - January 2015)
- Investment Solutions Representative @ (July 2012 - October 2013)
- Financial Representative @ (June 2011 - July 2012)
Steven Wendler Education
- MIAMI UNIVERSITY (Class of 2011)
Bachelors (Phi Gamma Delta)
2007-2011
Steven Wendler Skills
- Customer Experience
- Identifying Opportunities
- Gamma
- Mbr
- Consulting
- Market
- Accounting
- Prospects
- Efficient
- Working With Clients
- Corporate Finance
- Execution
- Insurance
- Helpful
- Windows
- Sales Finance
- Scorecard
- Guidance
- Net
- Accountability
- Fidelity
- Investments
- Communication
- Business Services
- Solicitation
- Finance
- Asset Allocation
- Mac
- Mutual Funds
- Miami
- Uniform Combined State Law
- Microsoft Office
- Consolidation
- Work Ethic
- Ohio
- New Hires
- Training
- Scholarships
- Project Planning
- Data Driven Testing
- Delta
- PC
- Customer Driven
- Chicago
- Metrics
- Siebel
- 66 Licensed
- Responsibility
- IC
Steven Wendler Summary
- Steven Wendler, based in Austin, TX, US, is currently a Private Client Advisor and Vice President of Investments at J.P. Morgan Wealth Management. Steven Wendler brings experience from previous roles at Charles Schwab and Fidelity Investments. Steven Wendler holds a 2007 - 2011 Bachelors in Phi Gamma Delta @ MIAMI UNIVERSITY (Class of 2011). With a robust skill set that includes Customer Experience, Identifying Opportunities, Gamma, Mbr, Consulting and more. Steven Wendler has 1 emails and 2 mobile phone numbers on RocketReach.
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