Steven Shade Email & Phone Number
Senior Associate - Life Solutions Consultant @ New York Life
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Steven Shade Location
- Dallas, TX, US
Steven Shade Work
- Senior Associate - Life Solutions Consultant @ (August 2018 - Present)
- Internal Life Product Consultant @ (January 2017 - July 2018)
- Financial Services Professional @ (July 2015 - December 2016)
- Agent @ (July 2015 - December 2016)
- Private Client Investment Associate @ (April 2013 - July 2015)
- Personal Banker @ (December 2010 - March 2013)
Steven Shade Education
- Texas A&M University
- Sam Houston State University
- The American College of Financial Services
ChFC
Steven Shade Skills
- Public Speaking
- Financial Planning
- Sales Processes
- Consulting
- Banking
- Life Insurance
- Customer Service
- Sales
- Insurance
- Whole Life Insurance
- Retirement Planning
- Term Life Insurance
- Fixed Annuities
- Mutual Funds
- Retirement Income Strategies
- Investments
- Microsoft Office
- Microsoft Outlook
- Microsoft Excel
- Product Management
- Business Analysis
- Protection Planning/family Security
- Multi Generational Wealth Transfer
- Renters
- Management
- Credit
- Credit Analysis
- Loans
- Commercial Lending
- Finance
- Commercial Mortgages
- Commercial Real Estate
- Cash Flow Lending
- Commercial Banking
- Financial Analysis
- Underwriting
- Business Development
- Small Business Lending
- Portfolio Management
- Treasury Management
- Financial Services
- SBA
- Financial Risk
- Cash Management
- Treasury Services
- Loan Origination
- IT Management
- Data Analysis
- Oracle Database
- Program Management
- Leadership
- Risk Management
- Program Development
- Business Strategy
- Mobile Technology
- Team Building
- Team Leadership
- SQL
- SQL Report Writing
- NetSuite
- Oracle Applications
- Microsoft Word
Steven Shade Summary
- Steven Shade, based in Dallas, TX, US, is currently a Senior Associate - Life Solutions Consultant at New York Life Insurance Company. Steven Shade brings experience from previous roles at New York Life Insurance Company, NYLIFE Securities LLC and JPMorgan Chase & Co.. Steven Shade holds a Texas A&M University. With a robust skill set that includes Public Speaking, Financial Planning, Sales Processes, Consulting, Banking and more. Steven Shade has 3 emails and 2 mobile phone numbers on RocketReach.
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