Steven Stofsky Email & Phone Number
Regional Sales Director @ Saybrus Partners
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Steven Stofsky Location
- Orange Park, FL, US
Steven Stofsky Work
- 2018 -now Regional Sales Director @
- 2017 -2018 Financial Advisor @ LPL Financial/Vystar Credit Union
- 2012 -2017 Director - Regional Sales Consultant @
- 2011 -2012 Investment Advisor Representative and Registered Representative @ The Legend Group - The Stofsky Agency
- 2008 -2009 Regional Director of Sales and External Wholesaler @
- 2003 -2008 Regional Vice President and External Wholesaler @
- 2001 -2002 Sr. Internal Wholesaler @ Sage Life
- 1999 -2001 Business Development Wholesaler(Hybrid Wholesaler) @ American Skandia Life
- 1998 -1999 Internal Wholesaler @
Steven Stofsky Education
- University of Florida
BSBA (Insurance and Risk Management)
1993-1998
Steven Stofsky Skills
- Presentations
- Marketing
- Direct Sales
- Marketing Strategy
- Analytical Skills
- Retirement Planning
- Fixed Annuities
- Retirement
- 401k
- Investments
- Variable Annuities
- Strategic Financial Planning
- Financial Advisory
- Insurance
- Financial Services
- IRAs
- Series 63
- Life Insurance
- Asset Allocation
- Wealth Management
- Estate Planning
- Relationship Management
- Financial Planners
- Equities
- Fixed Income
- Alternative Investments
- Mutual Funds
- Annuities
- Financial Planning
- Rollovers
- IRA's
- SEP
- Annuity
- Asset Management
- Investment Advisory
- Term Life Insurance
- Customer Relations
- FINRA Series 6
- Institutional
- Sales Management
- Series 65
- Bank Relationship Management
- Separately Managed Accounts
- Business Development
- Relationship Building
- Organization Skills
- Targeted Account Selling
- Broker-Dealer
- Microsoft Office
- Salesforce.com
- Series 6
- Agents
- Brokers
- PowerPoint
- Financial Analysis
- Sales
- Microsoft Excel
- Public Speaking
- Wrap Accounts
- Business Analysis
Steven Stofsky Summary
- Steven Stofsky, based in Orange Park, FL, US, is currently a Regional Sales Director at Saybrus Partners. Steven Stofsky brings experience from previous roles at LPL Financial/Vystar Credit Union, Sterling Capital Management LLC, The Legend Group - The Stofsky Agency and MassMutual Financial Group. Steven Stofsky holds a 1993 - 1998 BSBA in Insurance and Risk Management @ University of Florida. With a robust skill set that includes Presentations, Marketing, Direct Sales, Marketing Strategy, Analytical Skills and more. Steven Stofsky has 1 emails and 1 mobile phone numbers on RocketReach.
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