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Steven Falcone Email & Phone Number

Retail Center Specialist at Sperry Commercial
Location: San Clemente, California, United States 10 work roles 2 schools
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✓ Verified July 2026 3 data sources Profile completeness 100%

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Current company
Role
Retail Center Specialist
Location
San Clemente, California, United States
Company size

Who is Steven Falcone? Overview

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Quick answer

Steven Falcone is listed as Retail Center Specialist at Sperry Commercial, a with 61 employees, based in San Clemente, California, United States. AeroLeads shows a matched LinkedIn profile for Steven Falcone.

Steven Falcone previously worked as Director Of Alternatives and Insurance at American Trust Investment Services and ATIS Branch Development at American Trust Investment Services. Steven Falcone holds Economics And Accounting from University Of California, Santa Barbara.

Company email context

Email format at Sperry Commercial

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Sperry Commercial

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Profile bio

About Steven Falcone

Steven Falcone is a Retail Center Specialist at Sperry Commercial. He possess expertise in comprehensive financial and insurance services, wealth management services, financial analysis, financial planning, life insurance and 29 more skills. Colleagues describe him as "Steven was a fantastic asset to the Bryn Neil team in Santa Barbara. Steven is thoroughly connected and was able to selectively hand pick candidates for the Bryn Neil hiring system by working diligently within not only his own personal network, but by creating leads in the Santa Barbara area. Steven is a very hard working, entrepreneurial and diligent worker who always has something to bring to the table. He thinks outside of the box to solve problems quickly and efficiently. Steven would be a fantastic addition to any team. "

Listed skills include Comprehensive Financial And Insurance Services, Wealth Management Services, Financial Analysis, Financial Planning, and 30 others.

Current workplace

Steven Falcone's current company

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Sperry Commercial
Sperry Commercial
Retail Center Specialist
Irvine, CA, US
Website
Employees
61
AeroLeads page
10 roles

Steven Falcone work experience

A career timeline built from the work history available for this profile.

Agency Client Relationship Manager

Newport Beach

Managed large amounts of incoming calls, generated sales leads & set procedures, guidelines & policies. Handled customer complaints, provided appropriate solutions & alternatives within appropriate time limits. Built sustainable relationships & trust with customer accounts through open and interactive communication

Jan 2017 - Jan 2019

Financial Advisor

Newport Beach, California

Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.I am licensed to sell insurance in: CA California Insurance License # 0K51733I am licensed to sell securities in: CAI am a registered representative of and offer securities, investment advisory services through MML Investors Services, LLC, member SIPC (www.sipc.org). Supervisory address: 4695 MacArthur Court, Suite 1000, Newport Beach, CA 92660; (949) 660-1717.MassMutual refers to Massachusetts Mutual Life Insurance Company.

Sep 2015 - Jan 2019

Finance & Accounting Specialist

Newport Beach, Ca

Worked directly with the CFO & Controller to complete daily accounting & financial reportingTook ownership of monthly reports such as P&L's, cash flow, & bank reconciliationWorked with external vendors to manage accounts receivables and payables

Oct 2015 - Jun 2017

Accounting/Finance Intern

Took ownership of day to day accounting using quickbooks.End of the month cash reconciliation and helped prepare financial statements.Financial planning and analysis to aid chief officers in financial decisions including spending and budgeting.

Jul 2014 - Sep 2015

Business Development Manager

Bryn Neil International

Santa Barbara, California Area

As a Bryn Neil Business Development Manager I'm focused on marketing, attracting and selecting highly qualified, outgoing and driven graduating seniors at UC Santa Barbara. Bryn Neil is a high value technology staffing company, headquartered in El Segundo, with offices in Irvine and San Francisco CA. I also work closely with Bryn Neil Corporate Business on their generating interest campaign, work on coordinating events in the campus area and act as a liaison between the UCSB campus body and Bryn Neil International.

Dec 2014 - May 2015

Bar Tender, Server, Food Expediter

Rose Canyon Cantina And Grille

Trabuco Cyn, Ca

Worked in both the front and back of house to ensure an enjoyable experience as well as quality food.Related to customers to guarantee satisfaction in their visit to ensure their return.Trained new employees on daily operations and tasks to ensure a constant service that is expected.

Aug 2010 - Sep 2013

Lead Generator And Representative

Solar By Sunbelt

Orange County, California Area

Data input, filing papers.Cold call new and old leads to facilitate senior sales staff with potential opportunities.Worked trade shows, promoting solar energy and generating leads.

Apr 2009 - Jul 2012
Team & coworkers

Colleagues at Sperry Commercial

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2 education records

Steven Falcone education

FAQ

Frequently asked questions about Steven Falcone

Quick answers generated from the profile data available on this page.

What company does Steven Falcone work for?

Steven Falcone works for Sperry Commercial.

What is Steven Falcone's role at Sperry Commercial?

Steven Falcone is listed as Retail Center Specialist at Sperry Commercial.

Where is Steven Falcone based?

Steven Falcone is based in San Clemente, California, United States while working with Sperry Commercial.

What companies has Steven Falcone worked for?

Steven Falcone has worked for Sperry Commercial, American Trust Investment Services, Capstone Partners Financial And Insurance Services, Active Life Scientific, Inc., and Bryn Neil International.

Who are Steven Falcone's colleagues at Sperry Commercial?

Steven Falcone's colleagues at Sperry Commercial include Frank. F Dinari, William Pyle, Joe Pons, Jey Samuel, and Hasan Khan.

How can I contact Steven Falcone?

You can use AeroLeads to view verified contact signals for Steven Falcone at Sperry Commercial, including work email, phone, and LinkedIn data when available.

What schools did Steven Falcone attend?

Steven Falcone holds Economics And Accounting from University Of California, Santa Barbara.

What skills is Steven Falcone known for?

Steven Falcone is listed with skills including Comprehensive Financial And Insurance Services, Wealth Management Services, Financial Analysis, Financial Planning, Life Insurance, Disability Insurance, Fixed Annuities, and Budgets.

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