Steven Witten Email & Phone Number
Branch Owner and Sr. Financial Consultant @ Charles Schwab
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Steven Witten Location
- Saginaw, Michigan, United States
Steven Witten Work
- 2018 -now Branch Owner and Sr. Financial Consultant @
- 2013 -2018 Chief Investment Officer and Vice President @
- 2002 -2013 Vice President, Investment Management @
- 1999 -2000 Support Analyst @
- 1996 -1999 Investment Sales @
Steven Witten Education
- Texas Christian University - M.J. Neeley School of Business
MBA (MBA)
2000-2002 - Tarleton State University
BS (Charter member of Alpha Gamma Rho Beta Sigma Chapter)
1989-1993
Steven Witten Skills
- Investments
- Investment Management
- Portfolio Management
- Wealth Management
- Executive Leadership
- Leadership
- Team Leadership
- Investment Strategies
- Not for Profit Portfolio Management
- Executive Management
- Foundation and Endowment Portfolio Management
- Presentation Skills
- Financial Advice
- Investment Manager Due-Diligence
- Relationship Building
- Cash Flow Projections
- Finance
- Estate Planning
- Equities
- Risk Management
- Customer Service
- Mutual Funds
- Retirement Planning
- Fixed Income
- Capital Markets
- Management
- Unified Managed Accounts
- Separately Managed Accounts
- Common Trust Fund Management
- Public Speaking
- Writing
- Institutional Investments
- Institutional Portfolio Management
- Asset Allocation
- Asset Management
- Not for Profit
- Foundation
- Strategic Planning
- Institutional Portfolio
- Sales Management
- Microsoft Office
- Common Trust Fund
- Microsoft Excel
- Marketing
- Investment Manager Due Diligence
- Business Strategy
- Separately Managed
- Investment Manager
- Institutional
- Small Business Retirement Plans
- Wealth Management Services
- Strategy
- Charitable Giving
Steven Witten Summary
- Steven Witten, based in Saginaw, Michigan, United States, is currently a Branch Owner and Sr. Financial Consultant at Charles Schwab. Steven Witten brings experience from previous roles at Tri-Star Trust Bank, Security National Bank: Sioux City, IA and USAA. Steven Witten holds a 2000 - 2002 MBA in MBA @ Texas Christian University - M.J. Neeley School of Business. With a robust skill set that includes Investments, Investment Management, Portfolio Management, Wealth Management, Executive Leadership and more. Steven Witten has 2 emails and 2 mobile phone numbers on RocketReach.
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