Steven Dick
Chief Executive Officer at Sapiat Financial Group, Inc. | Greeneville, Tennessee, United States
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As the Chief Executive Officer of Sapiat Financial Group, Inc., Steven Dick brings over 25 years of extensive experience in the financial services sector, demonstrating a remarkable blend of entrepreneurial spirit and strategic leadership. Under his guidance, Sapiat has evolved from a modest Independent Investment Firm into a dynamic financial holding company, now operating across multiple U.S. states. Steven's expertise as a Certified Financial Planner (CFP) has been instrumental in shaping the firm's client-centric approach, focusing on the unique financial needs of individuals, families, and businesses.
Throughout his career, Steven has been deeply committed to strategic customer development and new business initiatives, which have been pivotal in driving Sapiat's growth trajectory. His adeptness in employee management and customer relations has fostered a culture of excellence within the organization, ensuring that clients receive unparalleled service and tailored financial solutions. Key projects under his leadership include the development of innovative investment strategies and comprehensive personal financial planning services that cater to a diverse clientele, including veterans and their families.
Steven's background in municipal finance, particularly his specialization in sovereign tribal government, adds a unique dimension to his expertise, allowing him to navigate complex financial landscapes with ease. As Sapiat Financial Group continues to expand its footprint, Steven remains dedicated to enhancing the firm's offerings, leveraging technology, and fostering long-term relationships that empower clients to achieve their financial goals. His vision for the future is not just about growth, but about creating a lasting impact in the communities Sapiat serves.
Chief Executive Officer at Sapiat Financial Group, Inc. in July 2010 to Present
President at Sapiat Asset Management, LLC in December 2015 to Present
Founder, Chairman, & CEO at Gleipnir, Inc. in July 2023 to Present
President at Sapiat Real Estate, LLC in September 2016 to June 2021
Branch Manager at Raymond James Financial, Inc. in July 2010 to April 2016
Financial Advisor at Edward Jones in October 2003 to July 2010
Assistant Vice President at First National Bank Alaska in June 1999 to July 2003
Squad Leader at U.S. Army in July 1990 to July 1993
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Leadership
Strategic Planning
Management
Executive Management
Project Management
Strategic Customer Development
New Business Development
Business Development
Sales
Employee Management
Customer Relations
Customer Service
Certified Financial Planner
Financial Planning
Asset Management
Portfolio Management
Investment Management
Investment Portfolio
Investments
Public Speaking
Microsoft Office
Microsoft Excel
Microsoft Word
Retirement Planning
Retirement Savings
Estate Planning
College Education Planning
Retirement Income Strategies
Wealth Accumulation
Wealth Management
Veterans
Finance
Financial Services
Financial Advisory
Team Building
Investment Advisory
Investment Strategies
Team Leadership
Securities
Strategy
Personal Financial Planning
Small Business Retirement Planning
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What is Steven Dick email address?
Email Steven Dick at [email protected] and [email protected]. This email is the most updated Steven Dick email found in 2026.
What is Steven Dick phone number?
Steven Dick phone number is +17193322261 and +16015069800.
How to contact Steven Dick?
To contact Steven Dick send an email to [email protected] or [email protected]. If you want to call Steven Dick try calling on +17193322261 and +16015069800. (updated on October 29, 2024)
What is Steven Dick net worth?
Steven Dick has an estimated net worth of $75,000 to $99,999
What company does Steven Dick work for?
Steven Dick works for Sapiat Financial Group, Inc.
What is Steven Dick's role at Sapiat Financial Group, Inc.?
Steven Dick is Chief Executive Officer
What industry does Steven Dick work in?
Steven Dick works in the Financial Services industry.
Steven Dick Email Addresses
Steven Dick Phone Numbers
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