Experienced financial professional with a demonstrated history of working with clients to maintain and deepen relationships. Skilled in Wealth Management, Private Banking, Client Service and Network Development. Bachelor of Business Administration (B.B.A.) focused in Accounting from Dowling College. I currently hold Series 7, 31, 63 and 66 licenses.
Hendel Wealth Management
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Financial AdvisorHendel Wealth Management Jul 2024 - PresentSmithtown, New York, United States
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Investor RelationsSq4D Oct 2023 - Dec 2023Calverton, New York, United States -
Financial AdvisorRvw Wealth Oct 2022 - Oct 2023United States -
Investment Support AssociateCiti Jul 2021 - Oct 2022United States -
Client Service OfficerCiti Jul 2014 - Jul 2021153 E. 53Rd St, New York, N.Y. -
Associate BankerCiti Feb 2018 - Mar 2019Greater New York City Area -
AccountantTouhy Cpa Aug 2012 - Jul 2014400 Townline Road, Ste 150, Hauppauge, Ny 11788
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Assistant Store ManagerIzod May 2011 - Aug 2012Riverhead -
InternSeader Fitzgerald 2011 - 2012
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Store ManagerJos. A. Bank Clothiers 2010 - 2011
Erik Stevens Education Details
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Accounting
Frequently Asked Questions about Erik Stevens
What company does Erik Stevens work for?
Erik Stevens works for Hendel Wealth Management
What is Erik Stevens's role at the current company?
Erik Stevens's current role is Seasoned Financial Professional | Series 7, 31, 63, 66.
What schools did Erik Stevens attend?
Erik Stevens attended Dowling College, Appalachian State University.
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Erik Stevens
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Erik Stevens
Greater Phoenix Area -
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