Steven Bowles, Clu® Email and Phone Number
Steven Bowles, Clu® work email
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Steven Bowles, Clu® personal email
Steven Bowles, Clu® phone numbers
WHAT I DO: I help high-net-worth families and business owners safeguard and transfer their wealth efficiently using bespoke life insurance strategies. WHERE YOU'VE SEEN ME; Cashflow Ninja, Migrate 2 Wealth, Real Estate Reserve, AICPA, Wealth Strategy Secrets of the Ultra Wealthy.WHO I WORK WITH: I help entrepreneurs, real estate investors, and private equity investors, including CEOs, CFOs, and Owners. SERVICES I PROVIDE:- Strategy Engagements for Estate and Wealth Transfer- Bespoke Life Insurance SolutionsWHAT MAKES ME UNIQUE: Over a decade of expereince working exclusively with HNW families, a deep understanding of estate planning complexities, and a unique approach to using life insurance in wealth transfer strategiesWHAT OTHERS SAY: "Catalyst helped our family of dealerships with our buy-sell needs. We worked with Steven and his team to make sure we have the right structure before focusing on the right coverage amounts. Their independent approach made sure that each partner was matched with a policy and carrier that was the best fit." T.B | Owner, VP & CMOREADY TO TALK? Contact me directly here on LinkedIn or email me at Steven@catalystadvisory.io
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FounderCatalyst Advisory Oct 2022 - PresentDoylestown, Pennsylvania, United StatesCatalyst works with business owners, investors, and high net worth families to solve problems with business protection and wealth transfer. We are a niche life insurance advisory group that understands the complex structures that make up businesses and estates.
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Director, Business DevelopmentMomentum Advanced Planning Aug 2020 - Oct 2022 -
Director, Advisor RelationsMomentum Advanced Planning Oct 2015 - Oct 2022
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Director Of Business Development- Document & Statement Solutions GroupSourcelink Jan 2014 - Oct 2015Greenville, South Carolina AreaBusiness development for the document & statements vertical. Included all aspects of the sales process. -
Healthcare Sales RepresentativeAlpha Systems Jun 2012 - Jan 2014Offering to hospital's solutions in the following areas:-Computer Assisted Coding through our strategic partnership with Dolbey offering Fusion CAC -ISO 27001 certified chart assembly and scanning for backlog and operational applications-Enterprise data and document management -
Vp, Business DevelopmentBancsec, Inc. Jan 2012 - Apr 2012Building and managing the core sales organization.Organizing customer interactions.Learning, promoting, and driving the company culture -
Senior Sales RepresentativePrintmail Systems, Inc Jun 2006 - Jan 2012- Regional business development- Company representation at trade shows- Trained the sales team on new product -
Branch ManagerHertz Local Edition 2003 - 2005- Grew the location through developing relationships with local referral sources (corporate accounts, dealerships, body shops, etc.)- Supervised employees - Fleet management- Responsible for the locations P&L
Steven Bowles, Clu® Skills
Steven Bowles, Clu® Education Details
Frequently Asked Questions about Steven Bowles, Clu®
What company does Steven Bowles, Clu® work for?
Steven Bowles, Clu® works for Catalyst Advisory
What is Steven Bowles, Clu®'s role at the current company?
Steven Bowles, Clu®'s current role is Entrepreneur | Investor | Founder @ Catalystadvisory.io.
What is Steven Bowles, Clu®'s email address?
Steven Bowles, Clu®'s email address is sb****@****map.com
What is Steven Bowles, Clu®'s direct phone number?
Steven Bowles, Clu®'s direct phone number is (847) 238*****
What schools did Steven Bowles, Clu® attend?
Steven Bowles, Clu® attended Cairn University, The American College Of Financial Services.
What skills is Steven Bowles, Clu® known for?
Steven Bowles, Clu® has skills like Sales, Account Management, Leadership, Strategic Planning, Management, Business Development, Team Building, Strategic Partnerships, Networking, Process Improvement, Team Leadership, Sales Management.
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