Steve Balch Email & Phone Number
Director of Financial Planning and Wealth Management @ CERTA FINANCIAL PLANNING
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Steve Balch Location
- New York, NY, US
Steve Balch Work
- 2023 -now Director of Financial Planning and Wealth Management @
- 2011 -2022 VP - Financial Consultant @
- 2009 -2011 Director of Operations and Marketing @ Financial Chef LLC
- 2008 -2009 Teacher Assistant @
- 2008 -2009 Vice President of Peer Counselor @
- 2009 -2009 Sales Associate @ FGI Risk Services
- 2001 -2008 Caddy @ The Tuxedo Club
- 2007 -2008 Team Leader @ University of Miami Business School
- 2006 -2007 Cutco Sales Rep @
Steve Balch Education
- University of Miami Business School
Bachelors of Business Administration (Marketing and Finance)
2005-2009
Steve Balch Skills
- Marketing
- Leadership
- Management
- 401K Rollovers
- Investments
- Asset Allocation
- Wealth Management
Steve Balch Summary
- Steve Balch, based in New York, NY, US, is currently a Director of Financial Planning and Wealth Management at CERTA FINANCIAL PLANNING. Steve Balch brings experience from previous roles at Charles Schwab, Financial Chef LLC and University of Miami Business School. Steve Balch holds a 2005 - 2009 Bachelors of Business Administration in Marketing and Finance @ University of Miami Business School. With a robust skill set that includes Marketing, Leadership, Management, 401K Rollovers, Investments and more. Steve Balch has 4 emails and 3 mobile phone numbers on RocketReach.
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