Steven Venegas Email & Phone Number
Who is Steven Venegas? Overview
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Steven Venegas is listed as Relationship Banker at Bank of America, a company with 3118 employees, based in Linden, New Jersey, United States. AeroLeads shows a matched LinkedIn profile for Steven Venegas.
Steven Venegas previously worked as Financial Advisor at Equitable Advisors and Staff Accountant at Professional Management Associates, Llc. Steven Venegas holds Bachelor Of Science - Bs, Finance, Financial Management And Capital Markets, Senior from Rutgers Business School.
Email format at Bank of America
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About Steven Venegas
Currently, I am a senior at Rutgers Business School pursing a degree in Finance. I've been able to balance my studies with working as an accountant and financial advisor. I'm incredibly detail-oriented and ambitious with aspirations to receive my series 7 and CFA certifications. On my free time I enjoy going to the gym, playing soccer, and going on hikes with my two amazing golden doodles.
Steven Venegas's current company
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Steven Venegas work experience
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Financial Advisor
Current- Informed clients about investment value in various assets
- Maintained accurate records of all client interactions and transactions in accordance with company policy and regulatory requirements.
- Recruited new clients through proactive marketing initiatives and word-of-mouth referrals.
- Evaluated client needs for both immediate and future goals
- Analyzed economic trends to supply current investment insights
Staff Accountant
- Maintained accurate invoice summaries and collection records, ensuring 100% accuracy on billing and cash flows.
- Managed large amounts of financial data using balance sheets, profit and loss reports, and online databases using QuickBooks.
- Reconciled bank statements and investment accounts worth up to $500,000 to ensure accuracy.
- Recorded various financial transactions and analyzed financial statements
Food Server
* Provided exceptional service to high volume of daily customers.* Trained new employees to perform duties.* Operated POS terminals to input orders, split bills and calculate totals.* Maintained polite and professional demeanor to patrons to encourage inquiries and order placements.* Checked with guests to get feedback on food served, resolve issues, bring.
Colleagues at Bank of America
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Megan Weber
Colleague at Bank Of America
Austin, Texas, United States, United States
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David Lenvin
Colleague at Bank Of America
Bellevue, Washington, United States, United States
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Ryan Smith Cfp®
Colleague at Bank Of America
Bala-Cynwyd, Pennsylvania, United States, United States
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Stuart Valen
Colleague at Bank Of America
Pittsburgh, Pennsylvania, United States, United States
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JD
James Defelice
Colleague at Bank Of America
New York, New York, United States, United States
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MR
Marguerite Ryan
Colleague at Bank Of America
New York City Metropolitan Area, United States
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CH
Connor Harmer
Colleague at Bank Of America
Cleveland, Ohio, United States, United States
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JL
John Lancia
Colleague at Bank Of America
New York City Metropolitan Area, United States
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SM
Suzy Meanor
Colleague at Bank Of America
United States, United States
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Hailey Goodhue
Colleague at Bank Of America
Hawaii, United States, United States
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Steven Venegas education
Frequently asked questions about Steven Venegas
Quick answers generated from the profile data available on this page.
What company does Steven Venegas work for?
Steven Venegas works for Bank of America.
What is Steven Venegas's role at Bank of America?
Steven Venegas is listed as Relationship Banker at Bank of America.
Where is Steven Venegas based?
Steven Venegas is based in Linden, New Jersey, United States while working with Bank of America.
What companies has Steven Venegas worked for?
Steven Venegas has worked for Bank Of America, Equitable Advisors, Professional Management Associates, Llc, and Johnny Tequilas.
Who are Steven Venegas's colleagues at Bank of America?
Steven Venegas's colleagues at Bank of America include Megan Weber, David Lenvin, Ryan Smith Cfp®, Stuart Valen, and James Defelice.
How can I contact Steven Venegas?
You can use AeroLeads to view verified contact signals for Steven Venegas at Bank of America, including work email, phone, and LinkedIn data when available.
What schools did Steven Venegas attend?
Steven Venegas holds Bachelor Of Science - Bs, Finance, Financial Management And Capital Markets, Senior from Rutgers Business School.
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