David Steinberg Email & Phone Number

I help small-business owners and individuals using customized financial strategies while providing a financial balance with a protection first philosophy.Highly accomplished financial services professional with twenty-seven years’ experience in client support roles for a world-class asset management firm. Proven track record of managing long-term projects, developing sales support teams for multiple business channels and improved productivity to scale and efficiency through use of technology. Extensive experience reporting to senior levels of firm, in assisting with business continuity and ongoing product development while managing day to day operations.

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  Monmouth University