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Sign up to search for other Steve's across our 900M+ professionals databaseWork Experience 22 years
Mar 2025 - Current
Jan 2024 - Current
May 2022 - Sep 2024
Apr 2016 - Apr 2023
Nov 2016 - Jul 2019
Jun 2010 - Nov 2016
Oct 2008 - Jun 2010
Jan 2006 - Jul 2008
Oct 2004 - Jan 2006
Their professional focus is Account Management, Account Planning, and Alternative Investments across 3 core areas.
Education
B.A. at Rutgers University–New Brunswick
Montgomery High School
Skills
Business Development Strategy, Product Distribution, Negotiation, Portfolio Management, Investments, Capital Markets, Asset Allocation, Customer Experience, Asset Management, Request for Proposal (RFP), Account Management, Attention to Detail, Presentations, Cross-Selling, Project Management, Relationship Management, Direct Sales, Customer Relationship Management (CRM), Product Requirements, Channel Sales, Sales Process, Mutual Funds, Customer Success, Customer Loyalty, Executive Visibility, Series 7, Application Programming Interfaces (API), Series 63, Financial Advisory, Customer Engagement, Customer Satisfaction, Relationship Building, Strategic Accounts, Sales, Subscriptions, Trading, Customer Advocacy, Wealth Management, Recruiting, Software as a Service (SaaS), Voice of the Customer, Fixed Income, Key Account Management, Business Reviews, Alternative Investment Strategies, Training, FinTech, Series 66, Client Services, Performance Metrics, Customer Service, New Business Opportunities, Renewals, Account Planning, Partner Relationship Management, Sales Management, Customer Retention, Investment Decisions, Strategic Planning, Client Communication, Client Relations, Strategic Relationships, Alternative Investments, Strategic Partnerships, Commercial Planning, Product Demonstration, Post-Sales, EquitiesSteve Namesakes
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