Stephen Sztern Email
Financial Security Advisor, Mutual Fund Representative, Scholarship-plan representative @ Groupe financier PEAK / PEAK Financial Group
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Stephen Sztern Location
- Montreal, QC, CA
Stephen Sztern Work
- 2002 -now Financial Security Advisor, Mutual Fund Representative, Scholarship-plan representative @
- 2000 -2011 advisor @ partner
Stephen Sztern Education
- McGill University
B. Com. C,A
- Outremont High, Strathcona, Logan School
Stephen Sztern Skills
- Asset Management
- Estate Planning
- Financial Services
- Investments
- Mutual Funds
- Retirement Planning
- Securities
- Wealth Management
- Insurance
- Investment Strategies
- Portfolio Management
- Financial Reporting
- Microsoft Word
- Microsoft Excel
- Research
- Sales
- Finance
- Customer Service
Stephen Sztern Summary
- Stephen Sztern, based in Montreal, QC, CA, is currently a Financial Security Advisor, Mutual Fund Representative, Scholarship-plan representative at Peak Investments Inc. Stephen Sztern brings experience from previous roles at partner. Stephen Sztern holds a B. Com. C,A @ McGill University. With a robust skill set that includes Asset Management, Estate Planning, Financial Services, Investments, Mutual Funds and more. Stephen Sztern has 1 emails on RocketReach.
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