What is Steve Wathen email address?

Steve Wathen's primary email address is ************@pagnatokarp.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Steve Wathen work for?

Steve Wathen is a Managing Director, Client Service at Cresset, a company specializing in Functions related to depository banking.

How can I directly contact Steve Wathen?

To contact Steve Wathen directly, you can use the email address ************@pagnatokarp.com. Complete contact information is available upon registration with Muraena.

Who is Steve Wathen?

Steve Wathen is a seasoned financial services professional with over 30 years of experience, currently serving as the Managing Director of Client Service at Cresset. He leads the Private Wealth Services Division, focusing on enhancing the investment experience for ultra-high-net-worth clients. Steve's career includes significant roles at major firms like Morgan Stanley and Wells Fargo Advisors, where he honed his expertise in operations and compliance. Known for his client-first approach, he emphasizes the importance of innovative technology in wealth management. Steve's extensive background in financial advisory and private banking sets him apart in the industry. His commitment to excellence is evident in his leadership style and the high standards he upholds for his team. Outside of work, he is passionate about continuous learning and professional development, ensuring he stays at the forefront of industry trends. Steve is also well-versed in navigating complex financial regulations, making him a valuable asset to his clients and organization alike.