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Steven Bernstein Location
Beverly Hills, CA, US
Steven Bernstein Work
President @ (March 2018 - Present)
Private Client Advisor @ (September 2013 - February 2018)
Financial Planner and Special Needs Planner @ MetLife of Southern California (May 2009 - September 2013)
Associate @ (September 2003 - December 2008)
Senior Analyst @ (May 1998 - April 2003)
Steven Bernstein Education
Yeshiva University
BS (Finance)
1995-1998
Steven Bernstein Skills
Banking
Financial Services
Strategic Planning
Business Analysis
Services
Sales
Web Design
Graphic Design
UI Design
Steven Bernstein Summary
Steven Bernstein, based in Beverly Hills, CA, US, is currently a President at Stonewater Financial. Steven Bernstein brings experience from previous roles at JPMorgan Chase Bank, N.A., MetLife of Southern California, RBC Capital Markets and Boutique Capital Markets Group. Steven Bernstein holds a 1995 - 1998 BS in Finance @ Yeshiva University. With a robust skill set that includes Banking, Financial Services, Strategic Planning, Business Analysis, Services and more. Steven Bernstein has 2 emails and 1 mobile phone numbers on RocketReach.
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