Steve Garrett Cfp
Developed a staff of 200+ professionals to support financial product and financial planning service offerings for Advisors and... | Saint Louis, Saint Louis, United States
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Steve Garrett Cfp’s Location Saint Louis, Saint Louis, United States
Steve Garrett Cfp’s Expertise Developed a staff of 200+ professionals to support financial product and financial planning service offerings for Advisors and their clients. Built and managed discretionary and non-discretionary investment advisory programs for advisors, structured and negotiated joint ventures to deliver mortgage and other banking needs of our clients.Manage a professional staff to support 15,000 Financial Advisors in addressing the evolving planning needs of investing clients through various tools and services. Hire, train and manage a team comprised of attorneys, CPAs, CFPs and other professionals to deliver planning advice and portfolio consulting services to retail clients.
Steve Garrett Cfp’s Current Industry Wells Fargo
Steve
Garrett Cfp’s Prior Industry
A.G. Edwards and Sons, Inc., St. Louis, MO
|
Wells Fargo Advisors, LLC
|
Wells Fargo
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Work Experience
Wells Fargo
Head of Enterprise Partnerships | Wealth & Investment Management
Sat Dec 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Wells Fargo Advisors, LLC
Managing Director, Key Client Solutions
Fri Jun 01 2007 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Nov 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time)
A.G. Edwards and Sons, Inc., St. Louis, MO
Director, Private Client Services
Sat Jan 01 2000 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Jul 01 2007 00:00:00 GMT+0000 (Coordinated Universal Time)Skills
Languages
Steve Garrett Cfp Email Addresses
FAQ About Steve Garrett Cfp
-
Steve Garrett Cfp is located at
Saint Louis, Saint Louis, United States -
Steve Garrett Cfp is a
Developed a staff of 200+ professionals to support financial product and financial planning service offerings for Advisors and their clients. Built and managed discretionary and non-discretionary investment advisory programs for advisors, structured and negotiated joint ventures to deliver mortgage and other banking needs of our clients.Manage a professional staff to support 15,000 Financial Advisors in addressing the evolving planning needs of investing clients through various tools and services. Hire, train and manage a team comprised of attorneys, CPAs, CFPs and other professionals to deliver planning advice and portfolio consulting services to retail clients. Wells Fargo -
Steve Garrett Cfp currently works in the
Wells Fargo -
Steve Garrett Cfp specializes in
Developed a staff of 200+ professionals to support financial product and financial planning service offerings for Advisors and their clients. Built and managed discretionary and non-discretionary investment advisory programs for advisors, structured and negotiated joint ventures to deliver mortgage and other banking needs of our clients.Manage a professional staff to support 15,000 Financial Advisors in addressing the evolving planning needs of investing clients through various tools and services. Hire, train and manage a team comprised of attorneys, CPAs, CFPs and other professionals to deliver planning advice and portfolio consulting services to retail clients. -
Steve Garrett Cfp speaks the following languages:
No languages available. -
Steve Garrett Cfp has prior experience in the following industries:
Wells Fargo , Wells Fargo Advisors, LLC , A.G. Edwards and Sons, Inc., St. Louis, MO -
Steve Garrett Cfp has the following professional experience:
Wells Fargo , Wells Fargo Advisors, LLC , A.G. Edwards and Sons, Inc., St. Louis, MO . -
You can view Steve Garrett Cfp’s
LinkedIn profile at LinkedIn URL. -
Steve Garrett Cfp’s work email addresses are
[email protected] . -
Steve Garrett Cfp works at
Wells Fargo
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