Steven Barnes Email & Phone Number
Member Services Associate @ Old Sandwich Golf Club
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Steven Barnes Location
- Mashpee, MA, US
Steven Barnes Work
- Member Services Associate @ (May 2014 - Present)
- Business Development and Audit Specialist @ ShoreWay Acres Resort and Inn (August 2007 - August 2014)
- Sr. Client Relationship Representative @ (April 2006 - August 2007)
- Retirement Wholesaler @ Enterprise Capital Management (May 2000 - February 2003)
- Retirement Internal Sales,Compliance Specialist, Plan Consultant @ Trustar Retirement Services (March 1997 - May 2000)
Steven Barnes Education
- Northeastern University
(Business/Finance)
Steven Barnes Skills
- Series 63
- Defined Contribution
- Retirement Planning
- Account Management
- Sales
- Manage Client Relationships
- Investments
- Business Development
- Relationship Management
- Series 6
- Finance
- 401k
- Asset Allocation
- Financial Services
- Compliance
- Mutual Funds
- Qualified Retirement Plans
- Marketing
- New Business Development
- Customer Service
- Project Management
- Retirement
- Employee Benefits
Steven Barnes Summary
- Steven Barnes, based in Mashpee, MA, US, is currently a Member Services Associate at Old Sandwich Golf Club. Steven Barnes brings experience from previous roles at ShoreWay Acres Resort and Inn, Boston Financial Data Services, Enterprise Capital Management and Trustar Retirement Services. Steven Barnes holds a Northeastern University. With a robust skill set that includes Series 63, Defined Contribution, Retirement Planning, Account Management, Sales and more. Steven Barnes has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Old Sandwich Golf Club Employees
Steven Barnes
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