We found the following information about Steven Witten at Tri-Star Trust Bank, where the professional has worked as a Chief Investment Officer and Vice President since 2013. Steven's total work experience is over 20 years, during which time the professional had at least five jobs at different places to develop skills. Steven studied at the Texas Christian University - M.j. Neeley School of Business from 2000 to 2002. This person received the following certifications: Series 6, Series 7, and Series 63. Currently, Steven Witten lives in Saginaw, Michigan. You can contact with Steven by looking for phone number or email or find full info by requesting access to Steven's further details from SoftwareOfficial.
Name variants:
Stephen Witten
Last updated Jun 20, 2024
Contact Information
Last Update
Jul 10, 2022
Email
st**@tristartrust.com, sw**@snbonline.com
Location
Saginaw, MI
Company
Workplace
Chief Investment Officer and Vice President
Saginaw, MI
Industry
Financial Services
Colleagues
Work History
Chief Investment Officer and Vice President
1004 north Michigan Ave, Saginaw, MI 48602
I help business owners, executives, physicians, professionals, high net worth investors and foundations & endownments develop investment strategies tailored to their specific needs. Our Inve...
Mar 1, 2013 — Jul 31, 2018
Independent Branch Leader and Financial Consultant
211 Main St, San Francisco, CA 94105
from Jul 2018
Vice President - Investment Management
601 Pierce St, Sioux City, IA 51101
Co-head investment department in the bank's wealth management division
Sep 1, 2002 — Mar 1, 2013
Education
Occupations
Financial Broker
Financial Consultant
Leader
Executive
Chief Investment Officer
Vice President
Accountant
Finance and Accounting Specialist
Financial Services Professional
Financial Services Sales Agent
Managers
Management Analysts
Chief Executive
Accounting Bookkeeper
Bookkeeper
Skills
Investments
Wealth Management
Mutual Funds
Customer Service
Management
Asset Allocation
Leadership
Executive Management
Public Speaking
Investment Management
Portfolio Management
Executive Leadership
Team Leadership
Investment Strategies
Not For Profit Portfolio 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
Retirement Planning
Fixed Income
Capital Markets
Unified Managed Accounts
Separately Managed Accounts
Common Trust Fund Management
Writing
Institutional Investments
Institutional Portfolio Management
Asset Management
Strategy
Small Business Retirement Plans
Charitable Giving
FAQs about Steven Witten
What is the main profession of Steven Witten?
Steven is a Independent Branch Leader and Financial Consultant.
What are the main profession of This expert?
These person's professions are Financial Broker and Financial Consultant
Where is Steven Witten located?
The expert is located in Saginaw, Michigan.
Does the expert have the email address?
st**@tristartrust.com and sw**@snbonline.com is The professional's email address.
How many companies did Steven Witten work at?
The professional worked at five jobs.
Where has Steven Witten studied?
Steven studied at the Texas Christian University - M.j. Neeley School of Business from 2000 to 2002.
Are there any professional certifications Steven Witten has?
This expert received the following certifications: Series 6, Series 7, Series 63, and Series 66.
Are there any special industries Steven Witten is connected to?
Steven works in Financial Services industry.