Steven Shields Email & Phone Number

Mission Viejo

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Over see the marketing and events for the Solgria Foundation. The new foundation is just launching and there will be more to come soon.

Manage and maintain a portfolio of brokerage accounts, annuities, alternative investments, and insuranceProvide comprehensive financial planning for businesses and high net worth individualsAnalyze business cash flow, implement retirement plans, identify protection needs, succession planning, and align personal goals with business goals Develop tailored financial plans based on identifying client objectives-retirement, education, major purchases, tax savingsFoster relationships with colleagues and associates to offer additional solutions and expertise to clients' goals and needsCultivate relationships with product representatives to improve and provide product solutions for clients' needsEstablish relationships with influential partners through networking-BNI, Long Beach Chamber of Commerce, VEDC, ECA, and Fat Cat Club Participate/Host events with other colleagues and/or influential partners addressing current events or specific topics pertaining to clients/prospects

Built and maintained a client base of small to medium sized businesses Created and customized ad campaigns which improved brand awareness, foot traffic, and sales related to target marketConsistently ranked in the top 15 percent of Sales Representatives