Steve Mcgrath, Jr. Email & Phone Number

Boston, Massachusetts, United States

Helping individuals take care of the personal financial planning needs

Norwood, Massachusetts, United States

Beyond the Helmet is a network of highly successful individuals generally in pro sports space.BTH spun off from vIQtory Sports in August 2020 to stand alone. The new platform is currently being constructed and will serve to host more content than just the podcast.

Greater Boston Area

Manage the growth and expand the reach of vIQtory Sports, a sports education platform aimed at helping athletes, parents and coaches deepen their knowledge of football from the basics to the intricacies of the sport. Check out our platform at viqtorysports.com

• Efficiently organized and tracked investigative assignments while maintaining communication with all field investigators• Managed finances and billing, filed invoices, provided status updates to adjusters, and collected investigators’ reports• Performed surveillance, activity checks, located subjects, took statements, conducted background checks, and traced social security numbers• Wrote detail oriented investigative reports, and conducted pretext phone calls and appearances to discreetly obtain information from subjects

Needham, Ma

Inside Sales-Developed sales promotions and re-established relationships with insurance producers-Directly serviced clients that brought in $100,000 in revenue or less-Ran product illustrationsSenior New Business Associate -Worked with senior management to retool the SmartOffice software and redesign the department's operational procedures -Received new applications for Annuities, Life, Long-Term Care and Disability insurances and entered them into our system (SmartOffice) after verifying licensing requirements -Oversaw the department in which the above mentioned applications were sent to 50+ different insurance carriers through whichever medium they dictated-Awarded employee of the month in October 2014

Foxboro, Ma

- Leader of the sales team in a customer service driven market- Conduct motivational and educational team meetings, as well as, individual meetings- Develop and execute a recruiting strategy for the region including the hiring and interviewing of each candidate- Work closely with the senior management team as a part of an on-going training for leadership and promotion- Educated and enrolled hundred of union workers, their friends and their families in life insurance products

Bachelor Of Arts; Bachelor Of Science, Entrepreneurship/Entrepreneurial Studies

Master Of Business Administration (Mba), Focus In Economics

Full Stack Web Development Certification, Computer Software Engineering

High School Diploma