Steve Barbesh, Crpc®, Mba Email & Phone Number

Holmdel, New Jersey, United States

Support Registered Representative and Brokers with sales and marketing efforts and act as an internal specialist. Recommend Investment solutions and Products for all producers within the agency. Promote business opportunities for the agency.Financial Advisor and Registered Representative of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. PAS is a wholly owned subsidiary of Guardian. Northeast Financial Network is not an affiliate or subsidiary of PAS or Guardian. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.

Rochester, New York, United States

Share financial markets insights, with an ability to explain complex financial concepts to financial advisors. Offer specific investment solutions based on client needs and objectives. Effectively communicate investment strategies, performance and portfolio positioning. Achieve high levels of substantive client interaction by phone, email, screen sharing and, at times, in-person meetings highlighting Manning & Napier's products and value proposition. Provide proactive service to existing financial advisor relationships. Maintain follow-up with advisors to improve the sales process and deepen relationships. Develop a business plan with External Wholesaler(s) to promote our brand to grow sales and assets for the defined territory. Profile advisors to understand their practive and investment process and use databases to create, maintain and manage financial advisor profiles and contact history. Provide practice management support to advisors to help them strengthen their client relationships and grow their business. Actively lead ongoing training and development efforts, including mentorship, for the internal sales desk. Participate in department/firm meetings, engaging colleagues across different areas, participate and lead working groups, sharing unique ideas, and participate in continuous mentoring.

Greater New York City Area

Managed relationships with external partners to meet and exceed business objectives and profitability goals, thereby achieving the distinction of finishing top 5 for four straight years company wide.Established, built and grew partnerships by serving as a business consultant for investment decisions, asset allocation and practice management.Listened to the business needs and problems of financial advisors, identifying and clarifying pressure points, and then provided solutions, typically sales opportunities, cross selling ideas, and outside-the-box concepts.

Eatontown, Nj

Led the NJ agency in weekly sales for the week of April 14th through April 21st 2014.Managed a team of 6 insurance agents.Hired, trained & personally recruited agents to join my agency.Work with over 20,000 unions, credit unions, & associations to help protect their families with supplemental life insurance.

Edison, Nj

Worked with individual families and business owners to help them achieve their financial goals through comprehensive financial planning.

Looking to work with Registered Investment Advisors in Business Development & helping brokers take the next steps to becoming a Registered Investment Advisor.

Master Of Business Administration (Mba), Business Administration And Management, General

Bs, Accounting

Activities and Societies: Sigma Nu FratrernityBachelor of Science in Accounting