I’m interested in mentoring people from:

    Steven Balch

    Ramsey, New Jersey

    Vice President - Financial Consultant

    Charles Schwab

    Specialties

    Account Management

    Business Development

    Sales

    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
    I

    Sep 2009 – Aug 2011

    Director of Operations and Marketing

    Independent Wealth Management Firm
    F

    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

    2009

    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