Steve Wachs

Owner

Steve Wachs is a qualified professional, who works in Legacy Consulting Group main office of which is in 11. on the position of Owner from 1997. Steve Wachs went to the The University of Dallas and received education from 1986 to 1992. Plano, Texas is the city, where this professional was lastly known to be located. Steve's contacts can be easily accessed through this website by request.
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Stephen Wachs

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Contact Information

Last Update
Jun 27, 2022
Email
sw**@legacyconsultinggroup.com, s.**@legacyconsultinggroup.com
Location
Plano, TX
Company
Legacy Consulting Group

Workplace

Work History

Owner

5000 Legacy Dr SUITE 450, Plano, TX 75024
Steve is a partner of Legacy Consulting Group and oversees all components of the firm’s investment advisory function. This includes portfolio creation, investment manager due diligence and o...
from Feb 1997

Education

Occupations

Executive
Owner
Partner
Manager
Accountant
Finance and Accounting Specialist
Chief Executive
Operations Manager
Accounting Bookkeeper
Bookkeeper

Skills

Portfolio Management
Investments
Retirement Planning
Wealth Management
Investment Advisory
Due Diligence
Financial Planners
Financial Analysis
Investment Management
Mutual Funds
Asset Managment
Risk Management
Strategic Planning
Asset Management
Asset Allocation
Alternative Investments
Estate Planning
Series 7
Securities
Retirement
Strategic Financial Planning
Insurance

FAQs about Steve Wachs

What's the main profession of Steve Wachs?

This professional's job is Owner

What are the profession of Steve Wachs?

These person's professions are Executive and Owner

Where is Steve Wachs located?

Steve is currently located in Plano, Texas.

Does Steve have the email address?

sw**@legacyconsultinggroup.com and s.**@legacyconsultinggroup.com is Steve Wachs's email address.

Where did Steve Wachs work?

The professional worked at Legacy Consulting Group.

What education does Steve Wachs have?

Steve studied at the University of Dallas from 1986 to 1992.

Are there any special industries, that Steve Wachs is connected to?

This person works in Financial Services industry.

What are professional skills of Steve Wachs?

Steve Wachs has the following skills: Portfolio Management, Investments, Retirement Planning, Wealth Management, Investment Advisory, Due Diligence, Financial Planners, and Financial Analysis.
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