Steven Gormley, Cima®

Steven Gormley, Cima® Email and Phone Number

Director of Portfolio Management at KWB Wealth @ KWB Wealth
redlands, california, united states
Steven Gormley, Cima®'s Location
Redlands, California, United States, United States
About Steven Gormley, Cima®

Experienced Director Portfolio Management with a demonstrated history of working in the financial services industry. Skilled in Portfolio Management, Portfolio Optimization, ETFs, Market Research, and Mutual Funds. Strong finance professional with a Bachelor of Science in Business Administration from the University of Redlands. KWB Wealth is a registered investment adviser. This platform is solely for informational purposesand is not offering advisory services or sales of securities. Investing involves risk and possible loss of principal capital.Comments by viewers and/or recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and misinformation may be deleted."

Steven Gormley, Cima®'s Current Company Details
KWB Wealth

Kwb Wealth

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Director of Portfolio Management at KWB Wealth
redlands, california, united states
Website:
kwbwealth.com
Employees:
7
Steven Gormley, Cima® Work Experience Details
  • Kwb Wealth
    Director Of Portfolio Management
    Kwb Wealth May 2009 - Present
    - Daily monitoring/trading of all investment accountso Includes monitoring income/fees on all LPL accountso Includes research/rebalancing on outside investment/annuity accountso RMD monitoring on all accounts- Developing/implementing model portfolioso Internal reporting/research on model portfolios and holdings contained withino Includes developing marketing materials for each model portfolio- Ongoing implementation/monitoring of Orion software while driving client/rep adoption- Developing/creating client/rep reports for annual meetings- Completing mail reviews- Writing client communications, including emails (including direct and blast communications) and Quarterly Newsletter- Various research projects for individual cases (cost basis research, Morningstar/Riskalyze reports for existing/transferring portfolios, client events i.e. tax seminar and market updates, etc.)
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  • Copeland Wealth Management Llc
    Investment Advisor Representative
    Copeland Wealth Management Llc Jul 2005 - Nov 2008
    Redlands, Ca
    View

Steven Gormley, Cima® Education Details

Frequently Asked Questions about Steven Gormley, Cima®

What company does Steven Gormley, Cima® work for?

Steven Gormley, Cima® works for Kwb Wealth

What is Steven Gormley, Cima®'s role at the current company?

Steven Gormley, Cima®'s current role is Director of Portfolio Management at KWB Wealth.

What schools did Steven Gormley, Cima® attend?

Steven Gormley, Cima® attended University Of Redlands.

Who are Steven Gormley, Cima®'s colleagues?

Steven Gormley, Cima®'s colleagues are Rachel Bubb, Trenton Maher, Katie Reynosa, Ricardo Salinas, Quentin Bubb, Doris Fong.

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