Steven Wruble Email & Phone Number
Director of Portfolio Solutions @ Amplify
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Steven Wruble Location
- Omaha, NE, US
Steven Wruble Work
- 2022 -now Director of Portfolio Solutions @
- 2018 -2022 President, Co-Founder @
- 2016 -2022 Founder @ InvestBetter Consulting
- 2015 -2016 Chief Investment Officer @ RiskX Investments (Formerly FolioMetrix)
- 2013 -2016 Chief Investment Officer, Head of Investment Management Research @ FolioMetrix
- 2011 -2015 Portfolio Analyst @ FolioMetrix
- 2008 -2011 Portfolio Strategist, Investment Analyst @ The Solutions Group, Inc
- 2006 -2008 Relationship Manager @ Footprints Asset Management and Research
- 2001 -2006 Registered Representative @
Steven Wruble Education
- Creighton University
Master of Security Analysis and Portfolio Management (Finance)
2009-2012 - College for Financial Planning
AAMS Designation (Asset Management)
2008-2008 - University of Nebraska-Lincoln
Finance (Business)
2001-2006
Steven Wruble Skills
- Build Strong Relationships
- Financial Services
- Business Development
- Investment Management
- Financial Advisory
- Portfolio Management
- Mutual Funds
- Alternative Investments
- Wealth Management
- Investment Advisory
- Securities
- Hedge Funds
- Financial Analysis
- Asset Allocation
- Valuation
- Asset Management
- Investments
- Financial Risk
- Sales
- Private Equity
- Strategic Planning
- Account Management
- Financial Planning
- Equities
- Derivatives
- Investment Banking
- Bloomberg
- Management
- Team Leadership
- Leadership
- Team Building
- Fundamental Analysis
- Corporate Structure
- ETFs
- National Account Management
- Thought Leadership
- Microsoft Office
- Trading
- Family Office
- Options
- E-commerce
- Software Project Management
- Business Travel
- Relationship Building
- Business Relationship Management
- Media Relations
- Independent Thinking
- Project Management
- Creative Problem Solving
- Creative Strategy
- Public Speaking
- Marketing
- Research
- E Commerce
Steven Wruble Summary
- Steven Wruble, based in Omaha, NE, US, is currently a Director of Portfolio Solutions at Amplify. Steven Wruble brings experience from previous roles at amacongo, llc, InvestBetter Consulting, RiskX Investments (Formerly FolioMetrix) and FolioMetrix. Steven Wruble holds a 2009 - 2012 Master of Security Analysis and Portfolio Management in Finance @ Creighton University. With a robust skill set that includes Build Strong Relationships, Financial Services, Business Development, Investment Management, Financial Advisory and more. Steven Wruble has 3 mobile phone numbers on RocketReach.
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