Robert Steger Email & Phone Number

Dynamic Relationship Manager with 10+ years of successful financial sales, using prospecting, presenting and negotiating to the broker dealer and RIA community. Communicated regularly with individual brokers, RIA’s and office groups as part of correspondent product and clearing sales as well as RIA ongoing sales and relationship management support. Supervised and performed all aspects of daily corporate operations including sales, compliance regulation, human resources and information technology. Recruited, trained, and supervised sales and operational personnel. Negotiated property and equipment leases, clearing and execution agreements, and other legal contracts. Versatile, results oriented, sales executive providing leadership, management, and supervision with a proven ability to increase revenues in highly competitive environments utilizing Salesforce and SEO and online marketing tools.FINRA Licenses: Series 7, 8, 63, 65Specialties:-creating and filling a sales pipeline to ensure consistent revenue opportunities-business expansion and startup-Saleforce and SEO marketing tools-organizational development ·-growing revenues and profits-managing budgets and P&L ·-creating and delivering contracts and pricing-recruiting, hiring and training personnel ·-corporate investment planning

Listed skills include Strategy, Start Ups, Investments, Sales, and 7 others.

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  Uc Santa Barbara

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