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Neil Sterba is listed as Director Regional Manager - Ohio Valley AMG at AMG Wealth, a company with 132 employees, based in Cleveland, Ohio, United States. AeroLeads shows a work email signal at amgfunds.com and a matched LinkedIn profile for Neil Sterba.
Neil Sterba previously worked as Director Regional Manager - Midwest at Amg Wealth and Senior Regional Vice President at Dws Investments/Deutsche Bank. Neil Sterba holds Ba, Ba, Government, Economics from Centre College.
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AeroLeads found 1 current-domain work email signal for Neil Sterba. Compare company email patterns before reaching out.
I am a wholesaler in the financial services industry who loves the challenges and competition associated with the sales process. I have over 20 years of experience calling on the major wirehouses, RIA's and Independent B/D's which has lead to stellar relationships with financial advisors and teams throughout Ohio, Western PA, Kentucky, Indiana and Tennessee. I believe that strong relationships coupled with exemplary service and product knowledge along with an extraordinary work ethic can be the foundation for a strong book of business. Lastly, I firmly believe in family values and incorporating those into my daily routine.
Listed skills include Series 7, Series 63, Series 31, Wealth Management, and 25 others.
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Ohio, Indiana, Western PA., Kentucky, Tennessee
Responsible for representing AMG Funds financial products (mutual funds and separately managed accounts, private equity) and services to the RIA, independent broker/dealer, and wirehouse channels in Ohio, Indiana, Western PA. and Kentucky. Will assist wealth management teams and financial advisors in growing their business and fine tuning their practices.
Ohio, West Virginia
Senior Regional Vice President covering the state of Ohio and West Virginia for major wires, regionals and select independent firms. Sales and marketing efforts focused primarily on driving sales by building successful relationships with top advisors and teams throughout the territory via individual, team and branch meetings, seminars and special events.
Ohio
Senior Regional Sales Director covering the Ohio and Western PA territory for wires and regional firms. Sales and marketing efforts focused primarily on building successful relationships with top advisors and teams throughout the territory. Product set included seperately managed accounts (equity and fixed income), mutual funds covering equity classes.
Ohio, Michigan, Indiana
Sales Director representing the Gradison Mutual Fund family (10 funds eventually acquired by Victory Capital Management) to McDonald Financial Group Advisors throughout Ohio, Michigan and Indiana. Contributed in intitative to develop MFG's mutual fund wrap program capability. Initiated sales and marketing campaign of the Gradison Funds to regional firms.
Cleveland, Ohio
Retail Investment Advisor for Dean Witter. Focused primarily on mutual funds, seperately managed accounts and Unit Investment Trust business. Unit Investment Trust coordinator for the Cleveland branch. Achieved President's club sales status.
Other employees you can reach at amgfunds.com. View company contacts for 132 employees →
Josh Thek
Colleague at Amg WealthDresher, Pennsylvania, United States, United States
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WN
Waya Nwaki
Colleague at Amg WealthAtlanta Metropolitan Area, United States
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Sarah Reese
Colleague at Amg WealthState College, Pennsylvania, United States, United States
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Kylly Facul Souza
Colleague at Amg WealthBrazil, Brazil
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Les Magazinesafrique Le Magazines Des Leaders
Colleague at Amg WealthOttawa, Ontario, Canada, Canada
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Anjum Syed Syedanjum033
Colleague at Amg WealthNew York, New York, United States, United States
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Frank Francese
Colleague at Amg WealthStamford, Connecticut, United States, United States
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Anya Chatham
Colleague at Amg WealthBarbados, Barbados
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Mehr Selena
Colleague at Amg WealthIran, Iran, Islamic Republic Of
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HR
Heather Ribellino
Colleague at Amg WealthNorwalk, Connecticut, United States, United States
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Activities and Societies: 4 year Varsity Basketball 1 year Varsity Tennis Sigma Chi Fraternity
Activities and Societies: 4 year Basketball 3 year Baseball 1 year Tennis National Honors Society
Quick answers generated from the profile data available on this page.
Neil Sterba works for AMG Wealth.
Neil Sterba is listed as Director Regional Manager - Ohio Valley AMG at AMG Wealth.
AeroLeads has found 1 work email signal at @amgfunds.com for Neil Sterba at AMG Wealth.
Neil Sterba is based in Cleveland, Ohio, United States while working with AMG Wealth.
Neil Sterba has worked for Amg Wealth, Dws Investments/Deutsche Bank, Victory Capital Management (Asset Management Of Key Bank), Mcdonald & Co. Investments, and Dean Witter.
Neil Sterba's colleagues at AMG Wealth include Josh Thek, Waya Nwaki, Sarah Reese, Kylly Facul Souza, and Les Magazinesafrique Le Magazines Des Leaders.
You can use AeroLeads to view verified contact signals for Neil Sterba at AMG Wealth, including work email, phone, and LinkedIn data when available.
Neil Sterba holds Ba, Ba, Government, Economics from Centre College.
Neil Sterba is listed with skills including Series 7, Series 63, Series 31, Wealth Management, Mutual Funds, Investments, Asset Allocation, and Retirement Planning.
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