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Steve Sivak

Steve Sivak

Financial Services - Consultant

Followers of Steve Sivak789 followers
location of Steve SivakPittsburgh, Pennsylvania, United States

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  • Timeline

  • About me

    Founder at Innovate Wealth

  • Education

    • Lafayette College

      1997 - 2001
      BS Civil Engineering

  • Experience

    • Accenture

      Jul 2002 - Apr 2005
      Financial Services - Consultant

    • Bank of America

      Apr 2005 - Oct 2006
      Consultant

    • UBS Wealth Management

      Oct 2006 - Feb 2008
      Financial Advisor

    • Morgan Stanley

      Feb 2008 - Mar 2016
      Wealth Management

    • INNOVATE WEALTH

      May 2016 - now
      Founder

  • Licenses & Certifications

    • CFP

      CFP Board
      Jan 2011

  • Volunteer Experience

    • Graduate - Class 35

      Issued by Leadership Charlotte on Aug 2014
      Leadership CharlotteAssociated with Steve Sivak

    • Board Member

      Issued by YMCA of Greater Charlotte on Jan 2014
      YMCA of Greater CharlotteAssociated with Steve Sivak

    • Board Member

      Issued by Alexander Youth Network on Jan 2013
      Alexander Youth NetworkAssociated with Steve Sivak

    • Fundraising Volunteer

      Issued by YMCA of Greater Charlotte on Jan 2007
      YMCA of Greater CharlotteAssociated with Steve Sivak

    • Youth Mentor

      Issued by Alexander Youth Network on Jan 2009
      Alexander Youth NetworkAssociated with Steve Sivak