Since 2014, Steven Perlewitz has been working in 1St Source Bank situated 323, 323. Steven is a proficient Vice President and Retirement Services Manager with over 37 years of work experience. According to Steven's resume and work profile, the professional has worked at more than eight companies with diverse backgrounds and gained various skills. Steven attended school at the Cannon Financial Institute from 1987 to 1987. Steven Perlewitz can be found in Valpo, Indiana – where this expert currently lives. You can search for this expert's phone and email. We can also provide you with additional contact information upon request.
Name variants:
Stephen Perlewitz
Last updated Jun 13, 2024
Contact Information
Last Update
Jul 13, 2022
Email
pe**@1stsource.com, st**@53.com
Location
Valpo, IN
Company
Workplace
Colleagues
Work History
Vice President and Retirement Services Manager
100 north Michigan St, South Bend, IN 46601
Provide leadership to a team of 20 professionals in the management, design, and utilization of retirement plans. I provide the team with guidance on integrating 1st Source Banks capabilities...
Jan 1, 2014 — Sep 2019
Protection Specialitst
1301 Lyons Rd, Dayton, OH 45458
Provide individuals with Final Expense and Mortgage Protection alternatives designed to meet their specific needs.
Aug 2013 — Jan 2014
Insurance Agent
6301 Owensmouth Ave, Woodland Hills, CA 91367
Provide asset/liability protection alternatives to individual and business clients.
May 2013 — Dec 2013
Vice President and Client Consultant
38 Fountain Square Plz, Cincinnati, OH 45201
Provide consultation for corporations and individuals on design, administration, cost, and regulation requirements. Expertise was to design retirement plans that meet the company needs and t...
2001 — 2012
Education
1987 — 1987
1977 — 1980
Occupations
Executive
Vice President
Manager
Accountant
Finance and Accounting Specialist
Chief Executive
Operations Manager
Accounting Bookkeeper
Bookkeeper
Skills
Banking
Wealth Management
Investments
Retirement Planning
Financial Analysis
Strategic Financial Planning
401K
Retirement
Insurance
Pensions
Investment Strategies
Employee Benefits
Estate Planning
Private Banking
Portfolio Management
Credit
Defined Benefit
Commercial Banking
Loans
Management
Financial Planning
FAQs about Steven Perlewitz
What's the main profession of Steven Perlewitz?
Steven Perlewitz is a Vice President and Retirement Services Manager.
What are the main profession of This professional?
These person's professions are Executive and Vice President
Where does Steven Perlewitz live?
The expert lives in Valpo, Indiana.
What is the expert's email?
Steven's email is pe**@1stsource.com and st**@53.com.
Where did Steven Perlewitz work?
This person worked at 1St Source Bank, Abn Financial Group.
Where has Steven Perlewitz studied?
Steven studied at the Cannon Financial Institute from 1987 to 1987.
What is professional industry that Steven Perlewitz is connected to?
Steven works in Financial Services industry.
What are the skills of Steven Perlewitz?
Steven Perlewitz has skills in the following areas: Banking, Wealth Management, Investments, Retirement Planning, Financial Analysis, Strategic Financial Planning, 401K, Retirement, Insurance, and Pensions.