Steve Manuel Email & Phone Number
Performance Coach @ Oechsli
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Steve Manuel Location
- San Antonio, TX, US
Steve Manuel Work
- Performance Coach @ (January 2026 - Present)
- Director of Advisor Coaching @ (June 2022 - April 2024)
- Director, Wealth Management Financial Planning @ (January 2009 - June 2020)
- Director, Financial Advice Center @ (January 2005 - January 2009)
- Vice President, National Wholesale Management and Key Accounts @ (January 1999 - January 2005)
- Regional Sales Manager and Wholesaler @ (January 1997 - January 1999)
- Commercial Lines Sales Representative @ (January 1995 - January 1997)
- Multi-Line Marketing Representative @ (January 1990 - January 1995)
Steve Manuel Education
- Graceland University
Bachelor of Arts (BA) (Business Administration and Economics)
- Professional Credentials
– Certified Financial Planner (CFP™ | College of Financial Planning)
Steve Manuel Skills
- Analytical Skills
- Asset Allocation
- Business Analysis
- Business Development
- Client Retention Programs
- Coaching & Mentoring
- Customer Relationship Management (CRM)
- Discovery
- Distribution Strategies
- Estate Planning
- Financial Planning
- Financial Services
- Insurance
- Investments
- Leadership
- Mutual Funds
- Practice Growth
- Practice Management
- Problem Solving
- Retirement Planning
- Sales Management
- Sales Operations
- Sales Process
- Sales and Marketing
- Simplify
- Strategic Thinking
- Team Building
- Transition Planning
- Wealth Management
- financial advisor coaching
Steve Manuel Summary
- Steve Manuel, based in San Antonio, TX, US, is currently a Performance Coach at Oechsli. Steve Manuel brings experience from previous roles at PAX Financial Group, LLC, USAA and Safeco Insurance. Steve Manuel holds a Bachelor of Arts (BA) in Business Administration and Economics @ Graceland University. With a robust skill set that includes Analytical Skills, Asset Allocation, Business Analysis, Business Development, Client Retention Programs and more. Steve Manuel has 4 emails and 5 mobile phone numbers on RocketReach.
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