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Bret Stites is listed as Financial Analyst | Licensed Financial Strategist | Real Estate Investor| Travel Enthusiast | Web3 at Margaret Mary Health, a with 177 employees, based in Cincinnati, Ohio, United States. AeroLeads shows a work email signal at 53.com and a matched LinkedIn profile for Bret Stites.
Bret Stites previously worked as Financial Analyst at Margaret Mary Health and Senior Associate - Financial Strategist at The Miliare Group. Bret Stites holds Master Of Business Administration (M.B.A.), Business Administration And Management, General, Alumni from Xavier University - Williams College Of Business.
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AeroLeads found 1 current-domain work email signal for Bret Stites. Compare company email patterns before reaching out.
With a decade of experience in the financial services industry, I'm serving individuals, families and businesses across the country by providing equal opportunity financial education. In doing this my goal is to give as many people as possible the knowledge to make informed decisions with their capital. Our agency is a full service financial firm that specializes in everything from debt management to growing and preserving wealth, as well as legacy planning. We bring hope and dreams back into American households.
Listed skills include Microsoft Office Sharepoint Server, Computers, Sociability, Business Innovation, and 16 others.
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Batesville, Indiana, United States
Improves financial performance by analyzing results; monitoring variances; identifying trends; recommending actions to managementGuides cost analysis process by establishing policies & procedures; providing forecasts; explaining processes & techniques; recommending actionsCollaborates in close partnership with all departments/teams to understand key drivers for variances
Cincinnati, Ohio, United States
Licensed financial professional working independently to educate Americans of their financial optionsMeet with clients and regulate suitability in presenting viable additions for portfoliosOur values are to provide the knowledge, support, guidance, and confidence for a successful and predictable financial future for families and businesses
Covington, Kentucky, United States
Assisted clients to resolve various situations regarding 401ks, IRAs, and other brokerage accountsStudied industry standards and laws and became licensed in the securities industry
Cincinnati, Ohio
Coordinated with investment executives, in order to update and maintain an accurate record of client information on thousands of both qualified and non-qualified brokerage accountsCollaborated with registered principals to ensure appropriate documents were approved and then updated and filed accordingly in the account housing system
Cincinnati, Ohio
Created, preformed, and analyzed data reports on client intranet environmentsImplemented online workflows and modeling to expedite repetitive processesAttended meetings with commercial clients to ensure internal developers met the needs of each SharePoint site
Cincinnati, Ohio Area
Managed and operated the automated clearinghouse (ACH) network for hundreds of third party payment processorsAccommodated numerous federal, state, and corporate reporting guidelines while processing business transactionsResponsible for thousands of electronic transactions daily and monitored systems to mitigate the associated financial risk
Other employees you can reach at mmhealth.org. View company contacts for 177 employees →
Devan Reuss
Colleague at Margaret Mary HealthBatesville, Indiana, United States
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Krista Herd
Colleague at Margaret Mary HealthMilan, Indiana, United States
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Janelle Dwenger
Colleague at Margaret Mary HealthWest Harrison, Indiana, United States
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Jessica Duvall
Colleague at Margaret Mary HealthBrookville, Indiana, United States
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Kimberly Crawley
Colleague at Margaret Mary HealthGreensburg, Indiana, United States
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Jennifer Swinney
Colleague at Margaret Mary HealthCincinnati Metropolitan Area, United States
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Cheyenne Hensley
Colleague at Margaret Mary HealthBrookville, Indiana, United States
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Liz Leising
Colleague at Margaret Mary HealthBatesville, Indiana, United States
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Kim Kick
Colleague at Margaret Mary HealthCincinnati Metropolitan Area, United States
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Holly U.
Colleague at Margaret Mary HealthGreensburg, Indiana, United States
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Activities and Societies: Entrepreneurial Abroad Trip to Cuba
Activities and Societies: Member of Sigma Chi Leadership FraternityMinor in Entrepreneurship
Quick answers generated from the profile data available on this page.
Bret Stites works for Margaret Mary Health.
Bret Stites is listed as Financial Analyst | Licensed Financial Strategist | Real Estate Investor| Travel Enthusiast | Web3 at Margaret Mary Health.
AeroLeads has found 1 work email signal at @53.com for Bret Stites at Margaret Mary Health.
Bret Stites is based in Cincinnati, Ohio, United States while working with Margaret Mary Health.
Bret Stites has worked for Margaret Mary Health, The Miliare Group, Fidelity Investments, Fifth Third Bank, and Focal Point Solutions Llc.
Bret Stites's colleagues at Margaret Mary Health include Devan Reuss, Krista Herd, Janelle Dwenger, Jessica Duvall, and Kimberly Crawley.
You can use AeroLeads to view verified contact signals for Bret Stites at Margaret Mary Health, including work email, phone, and LinkedIn data when available.
Bret Stites holds Master Of Business Administration (M.B.A.), Business Administration And Management, General, Alumni from Xavier University - Williams College Of Business.
Bret Stites is listed with skills including Microsoft Office Sharepoint Server, Computers, Sociability, Business Innovation, Microsoft Excel, Guest Service Management, Business Intelligence, and Leadership.
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