Steve Kwiatkowski is a high-level expert, working in Waddell & Reed main office of which is in 79. as a Investment Advisor since 2011. Steve gained professional experience in more than eight positions at various companies. Steve Kwiatkowski went to the Boston College and received education from 1982 to 1984. Austin, Texas is the area, where this expert was lastly known to live. Their email address and phone are accessed through SoftwareOfficial by request.
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Stephen Kwiatkowski
Last updated Jun 19, 2024
Contact Information
Workplace
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Work History
Investment Advisor
6300 Lamar Ave, Mission, KS 66202
Financial planning, investment advisory and portfolio design and management covering a wide spectrum of client needs, including short to medium term financial goals, higher education, retire...
Jan 2011 — Mar 2013
President
Business advisory for start-ups, including business planning, market research and prep for fund raising. Full spectrum of investment advisory and financial planning for individuals and trusts.
from Mar 2013
Director
3345 Bee Cave Rd SUITE 206, Austin, TX 78746
Co-managed family office portfolios investing in private placements, securities markets and real estate.
Mar 2008 — Jan 2011
Managing Director
Directed advisory business serving foreign clients entering Eastern Europe, including charitable entities, and private investors in Warsaw securities and real estate markets. Includes 7 year...
Aug 1996 — Jan 2008
President Taiwan Operations
Built and managed Taiwan investment operations for the Chan family of Hong Kong (Hang Lung Properties, Morningside Group). Full responsibility for all operations and protocol/communications ...
Nov 1991 — Aug 1996
Vice President Fixed Income
Established Taiwan's first bond dealing operation. Advised Taiwan Ministry of Finance and Central Bank in designing and implementing primary market reforms. Ran profitable proprietary tradin...
Sep 1987 — Aug 1991
Investment Analyst
175 Berkeley St, Boston, MA 02116
Completed investment training program, conducted and presented industry and company
analyses to the investment board. On team responsible for daily execution and reporting of
hundreds of ...
Jun 1985 — Aug 1986
Graduate Assistant and Research and Teaching Assistant
140 Commonwealth Ave, Chestnut Hill, MA 02467
1982 — May 1985
Education
Occupations
Executive
Chairperson
Advisor
Marketer
Market Analyst
Chief Executive
Market Research Analyst
Skills
Private Equity
Fixed Income
Asset Management
Investments
Financial Services
Alternative Investments
Financial Analysis
Start Ups
Business Strategy
Analysis
Management
Business Analysis
Forecasting
Business Planning
Financial Reporting
Risk Management
Process Improvement
Pricing
Strategy
Executive Management
Finance
Portfolio Management
Securities
Financial Advisory
Investment Advisory
Strategic Financial Planning
Mutual Funds
Valuation
Bonds
Asset Allocation
Estate Planning
Investment Management
Retirement
Venture Capital
Investment Strategies
Equities
Private Placements
Etfs
Equity Research
Series 63
Series 7
Life Insurance
Wealth Management
High Net Worth Individuals
Equity Valuation
Wealth Management Services
Retirement Planning
FAQs about Steve Kwiatkowski
What's the profession of Steve Kwiatkowski?
This professional's job is President
What are the profession of Steve Kwiatkowski?
These person's professions are Executive and Chairperson
Where does Steve Kwiatkowski currently live?
Austin, Texas is the place where Steve Kwiatkowski currently lives
Does Steve have the email address?
sk**@cantaro.com is Steve's email address.
How many companies did Steve Kwiatkowski work at?
Steve Kwiatkowski worked at eight jobs.
Where has Steve Kwiatkowski studied?
Steve studied at the Boston College from 1982 to 1984.
What is professional industry that Steve Kwiatkowski worked in?
Steve Kwiatkowski works in Investment Management industry.
Are there any skills, that Steve Kwiatkowski has?
Steve has the following skills: Private Equity, Fixed Income, Asset Management, Investments, Financial Services, Alternative Investments, Financial Analysis, Start Ups, and Business Strategy.