Steve Wruble, CFA

Omaha, Nebraska

Owner/Founder, Investbetter Consulting

Experience at:
RiskX Investments, The Solutions Group, Inc, Footprints Asset Management

I’m interested in mentoring people from:

    Steve Wruble, CFA

    Ask Me About

    Advisory
    Consulting
    Financial Advisors
    Financial Services
    Fintech
    Investment Management
    RIAs
    Sales
    Technology
    Wealth Management
    Where I've Worked
    I

    2016 – Present

    Owner/Founder

    Investbetter Consulting
    R

    Nov 2011 – Sep 2016

    Chief Investment Officer, Head of Research, Portfolio Manager

    RiskX Investments
    T

    Apr 2008 – Nov 2011

    Portfolio Strategist/Manager

    The Solutions Group, Inc
    F

    Sep 2006 – Apr 2008

    Client Relationship Manager

    Footprints Asset Management

    Dec 2001 – Sep 2006

    Registered Representative

    Primerica
    Where I've Studied

    Masters, Security Analysis and Portfolio Management

    Creighton University

    BS, Finance

    University of Nebraska

    People I've Reported To

    People I've Worked With

    People Who've Reported to Me

    Financial Services Veteran

    I’ve been fortunate to work in many areas of financial services over the past eighteen years. Currently, I’m looking for an opportunity to leverage my ambition in a scalable environment where I can provide meaningful results.

    Specialties

    Banking, Loans & Insurance

    Investments

    Risk & Quantitative Analysis

    Ask Me for a Referral

    Investbetter Consulting

    In the Media

    Social Media