Steve Goldenberg Email & Phone Number

With a solid background of successes in Financial Services Sales and New Business Development, I have built a reputation as a leader in business development, long-term relationship development, and business consultation. I have extensive and significant experience providing vision and guidance to executives across diverse financial services including wealth management, corporate retirement plans, corporate cash management, and stock liquidity and stock repurchase strategies. Additionally, I have served and guided several organizations as a board member helping guide the organizations success and growth. My success is driven by my ability to align financial strategy with business and financial goals through comprehensive analysis and communication. I leverage a unique mix of strategic and analytical expertise by aligning the effort of strong strategies with objectives. Some of my most notable results in my recent career include:● Heading investment management for corporations and individuals driving business development as one of the top 10% advisors in the firm.● Generating new business with private and public corporations across a variety of services to exceed department objectives. ● Developing key relationships through trust management with large corporation stakeholders to close key sales.Expertise: Strategic planning and analysis, Business Development, Financial Services Sales, Financial Forecasts, Client Acquisition, Industry Networking, Dynamic Sales, Financial Services, and Relationship Management.

Listed skills include 401K Rollovers, Wealth Management Services, Investments Strategies, Retirement, and 10 others.