Stephen Sumeraj
Wealth Advisor at PNC Wealth Management LLC
- Role
- Wealth Advisor at Pnc Wealth Management Llc
- Location
- Homer Glen, IL, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Wealth Advisor
Jan 2012 — Present
Education
Saint Xavier University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
1987 — 1989
Saint Laurence High School
Hign School
1979 — 1983
Kaplan University
AAMS® - Accredited Asset Management Specialist
2020 — 2020
Chauncey Blair Grade School
Grade School
1970 — 1979
Skills
- Asset Allocation
- Mutual Funds
- Retirement
- Life Insurance
- Finance
- Investment Advisor
- Financial Analysis
- Retirement Planning
- Investments
- Public Speaking
- Customer Service
- Asset Management
- Financial Planning
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