Steven Pirtle
Financial Professional @Equitable Advisors
Dallas-Fort Worth, TX, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Dec 2015 — Present
Financial Professional @Equitable Advisors
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Dallas-Fort Worth, TX, US
Understanding his clients’ financial goals and selecting suitable products for their objectives. This happens by collaboratively working one on one with his clients and their families, ensuring they are comfortable and feel aligned to his strategies and product choices
EDUCATION
1999 — 2004
Texas A&M University
Bachelor’s Degree, Agribusiness/Agricultural Business Operations
2010 — 2013
Naveen Jindal School of Management, UT Dallas
Master’s Degree, Supply Chain Management
SKILLS
Education Planning StrategiesEstate Planning StrategiesWealth AccumulationFinancial Needs AnalysisBusiness Growth StrategiesPension Distribution PlanningInvestment PlanningProgram ManagementPublic SpeakingFinancial PlanningProject ManagementEmployee Benefits PlanningStrategic PlanningCross-Functional Team LeadershipTax Deferred Investment PlanningStrategic Financial PlanningBusiness AnalysisLeadership DevelopmentLeadershipLong Term Care Planning StrategiesIra Distribution PlanningProcess ImprovementExecutive Benefit StrategiesAnalyticsRetirement PlanningMicrosoft OfficeWealth Preservation StrategiesTeam LeadershipEstate Conservation StrategiesInsurance PlanningTeam Building
ABOUT STEVEN PIRTLE
Steven is a Director at the DeNovo Advisory Group headquartered in Dallas. Steven…
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