Steve Kulesza Email & Phone Number
Chief Business Development Officer @ Dynamic Advisor Solutions
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Steve Kulesza Location
- Cave Creek, AZ, US
Steve Kulesza Work
- 2022 -now Chief Business Development Officer @
- 2019 -2022 Chief Operating Officer @
- 2015 -2019 Regional Business Development Officer @
- 2013 -2015 Vice President- Regional Director @
- 2010 -2013 Business Development Officer @
- 2008 -2010 Financial Consultant @
- 2003 -2008 Financial Consultant @ American Express/Ameriprise Financial
Steve Kulesza Education
- College for Financial Planning
CERTIFIED FINANCIAL PLANNER™
2012-2015 - The University of Akron
Bachelor's degree
1998-2002 - Kent State University
Steve Kulesza Skills
- Series 7
- Investments
- Mutual Funds
- Wealth Management
- Retirement Planning
- Asset Allocation
- Financial Advisory
- Marketing
- Retirement
- Sales
- New Business Development
- Customer Service
- Strategic Financial Planning
- Estate Planning
- 401k
- Portfolio Management
- Strategic Financial
- Business Development
Steve Kulesza Summary
- Steve Kulesza, based in Cave Creek, AZ, US, is currently a Chief Business Development Officer at Dynamic Advisor Solutions. Steve Kulesza brings experience from previous roles at MSH Capital Advisors LLC, Charles Schwab and Madison Investment Advisors. Steve Kulesza holds a 2012 - 2015 CERTIFIED FINANCIAL PLANNER™ @ College for Financial Planning. With a robust skill set that includes Series 7, Investments, Mutual Funds, Wealth Management, Retirement Planning and more. Steve Kulesza has 3 emails and 2 mobile phone numbers on RocketReach.
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