David Steinbeck Email & Phone Number
Senior Registered Client Associate at Wells Fargo Advisors @ Wells Fargo Advisors
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David Steinbeck Location
- Las Vegas, NV, US
David Steinbeck Work
- Senior Registered Client Associate at Wells Fargo Advisors @ (June 2016 - Present)
- Client Services Manager @ WiseBanyan (January 2016 - May 2016)
- Client Services Specialist @ WiseBanyan (January 2015 - January 2016)
- Financial Solutions Advisor, Vice President @ (February 2014 - October 2014)
- Senior Dealer Services Specialist @ (October 2012 - January 2014)
- Assistant Team Manager @ (June 2008 - September 2012)
- Lean Coach @ (February 2012 - July 2012)
- Senior Broker Special Products @ (April 2007 - June 2008)
- Broker @ (June 2006 - April 2007)
- Client Services Representative @ (October 2005 - June 2006)
- Retail Associate @ (August 2006 - October 2006)
- New Accounts Specialist @ Ameritrade (January 2005 - September 2005)
- Server and Bartender and Cashier and Host @ (June 2000 - January 2005)
- Server @ Applebee's (October 1999 - June 2000)
- Outbound Sales Representative @ DialAmerica (March 1999 - September 1999)
- Warehouse laborer @ (October 1996 - September 1999)
David Steinbeck Education
- University of Nebraska at Omaha
Bachelor of Arts (B.A.) (Psychology)
1999-2004 - University of Nebraska at Omaha
Minor (Art History)
1999-2004
David Steinbeck Skills
- ACAT
- Back Office
- Coaching
- Customer Service
- Financial Services
- IRAs
- Microsoft Office
- Mutual Funds
- Operations Management
- Quality Control
- Securities
- Training
David Steinbeck Summary
- David Steinbeck, based in Las Vegas, NV, US, is currently a Senior Registered Client Associate at Wells Fargo Advisors at Wells Fargo Advisors. David Steinbeck brings experience from previous roles at WiseBanyan, Merrill Edge and Gemini Fund Services. David Steinbeck holds a 1999 - 2004 Bachelor of Arts (B.A.) in Psychology @ University of Nebraska at Omaha. With a robust skill set that includes ACAT, Back Office, Coaching, Customer Service, Financial Services and more. David Steinbeck has 1 emails and 1 mobile phone numbers on RocketReach.
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