Steve Levitt
Certified Personal Financial Counselor @Zeiders Enterprises, Inc.
Manhattan, KS, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Dec 2022 — Present
Certified Personal Financial Counselor @Zeiders Enterprises, Inc.
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Fort Riley, KS, US
Work with Service Members and their families on personal financial issues such as budget planning, credit management and debt reduction, as well as retirement and estate planning.
EDUCATION
1985 — 1989
The University of Akron
Masters
1980 — 1984
Bowling Green State University
B.S.B.A.
SKILLS
Defined ContributionFinancial ServicesInvestment ManagementFinancial AnalysisChartered Financial AnalystRelationship ManagementSecurities401kRetirement PlanningInvestment StrategiesRetirement Plan ConsultingSeries 7RetirementSeries 63PensionsInvestmentsEquitiesAsset ManagmentNew Business DevelopmentPortfolio ManagementAsset ManagementQualified Retirement PlansAsset AllocationMutual Funds
ABOUT STEVE LEVITT
Semi-retired executive with almost 30 years experience in the financial services…
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