I’m interested in mentoring people from:

    Steven Balch

    Ramsey, New Jersey

    Vice President - Financial Consultant

    Charles Schwab


    Account Management

    Business Development


    Ask Me About

    People I've Reported To

    People I've Worked With

    People Who've Reported to Me

    Where I've Worked

    Sep 2011 – Present

    Vice President - Financial Consultant

    Charles Schwab

    Sep 2009 – Aug 2011

    Director of Operations and Marketing

    Independent Wealth Management Firm

    May 2009 – Jul 2009

    Sales Associate

    FGI Risk Services

    Aug 2006 – May 2009

    Vice President of Peer Counselor/Teacher's Assistant for MGT

    University of Miami Business School

    2006 – 2007

    Cutco Sales Rep, December

    Vector Marketing
    Where I've Studied


    Bachelors, Marketing and Finance

    University of Miami

    Ask Me for a Referral

    Charles Schwab
    Lone Tree, CO and 1 other location(s)
    View All 120 Jobs  

    In the Media

    Social Media