Drew W. Steigerwald

Drew W. Steigerwald Email and Phone Number

Wealth Planning Intern at Waldron / Aspiring CFP® @ Waldron Private Wealth
bridgeville, pennsylvania, united states
Drew W. Steigerwald's Location
Pittsburgh, Pennsylvania, United States, United States
About Drew W. Steigerwald

- Over a year of experience at a Forbes-recognized RIA with over $4B in AUM- Comprehensive understanding of complex trust, estate, and tax planning issues and strategies- Passed the NASAA Series 65 Exam and will meet the Education Requirement of the CFP® Exam upon graduation- Recognized for keen adaptability, ardent drive to learn, dynamic creativity, and penchant for collaboration- Awarded for commitments to academic excellence, honesty, integrity, and community

Drew W. Steigerwald's Current Company Details
Waldron Private Wealth

Waldron Private Wealth

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Wealth Planning Intern at Waldron / Aspiring CFP®
bridgeville, pennsylvania, united states
Website:
waldronprivatewealth.com
Employees:
59
Drew W. Steigerwald Work Experience Details
  • Waldron Private Wealth
    Wealth Planning Intern
    Waldron Private Wealth Jun 2023 - Present
    Bridgeville, Pennsylvania, United States
    - Arrange the initial preparation of planning deliverables for a complex family worth roughly $650MM- Directly contribute to the peace of mind and holistic planning of over 40 ultra-high-net-worth families- Internally present client deliverables and projections to partners, directors, and strategists on a biweekly basis- Design models to calculate the estate and GST tax savings of various trust and intra-family loan strategies- Build upon advanced proficiency in software such as eMoney, Black Diamond, Wealthscape, Lucid, and Excel- Support the Director of Wealth Planning and a Planning Strategist
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  • Soergel Orchards
    Student & Produce Manager
    Soergel Orchards Aug 2019 - Aug 2023
    Wexford, Pennsylvania, United States
    - Oversaw cash profit recording and petty cash reconciliation for a large-scale apple orchard and farmer’s market- Developed business acumen and discovered entrepreneurial spirit through the mentorship of a young CEO
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  • Soergel Orchards
    Produce Worker
    Soergel Orchards Feb 2019 - Aug 2019
    Wexford, Pennsylvania, United States
    - Organized the rotation of produce displays to maintain peak freshness- Oversaw and assisted in the delivery and storage of various shipments- Worked 20 hours a week consistently while enrolled in high school
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Drew W. Steigerwald Education Details

Frequently Asked Questions about Drew W. Steigerwald

What company does Drew W. Steigerwald work for?

Drew W. Steigerwald works for Waldron Private Wealth

What is Drew W. Steigerwald's role at the current company?

Drew W. Steigerwald's current role is Wealth Planning Intern at Waldron / Aspiring CFP®.

What schools did Drew W. Steigerwald attend?

Drew W. Steigerwald attended Robert Morris University, Robert Morris University.

Who are Drew W. Steigerwald's colleagues?

Drew W. Steigerwald's colleagues are Jake Vranish, Cfp®, Michael Krol, Robert Mainello, Cfp®️, Shea Waldron, Cap®, Kevin Searfoss, John Waldron, Patrick Waldron.

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