Steven Wruble Email & Phone Number
Director of Portfolio Solutions @ Amplify
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Steven Wruble Location
- Omaha, NE, US
Steven Wruble Work
- Director of Portfolio Solutions @ (March 2022 - Present)
- President, Co-Founder @ (September 2018 - March 2022)
- Founder @ InvestBetter Consulting (September 2016 - March 2022)
- Chief Investment Officer @ RiskX Investments (Formerly FolioMetrix) (August 2015 - August 2016)
- Chief Investment Officer, Head of Investment Management Research @ FolioMetrix (August 2013 - August 2016)
- Portfolio Analyst @ FolioMetrix (November 2011 - August 2015)
- Portfolio Strategist, Investment Analyst @ The Solutions Group, Inc (April 2008 - December 2011)
- Relationship Manager @ Footprints Asset Management and Research (September 2006 - April 2008)
- Registered Representative @ (December 2001 - September 2006)
Steven Wruble Education
- Creighton University
Master of Security Analysis and Portfolio Management (Finance)
2009-2012 - College for Financial Planning
AAMS Designation (Asset Management)
2008-2008 - University of Nebraska-Lincoln
Finance (Business)
2001-2006
Steven Wruble Skills
- Build Strong Relationships
- Financial Services
- Business Development
- Investment Management
- Financial Advisory
- Portfolio Management
- Mutual Funds
- Alternative Investments
- Wealth Management
- Investment Advisory
- Securities
- Hedge Funds
- Financial Analysis
- Asset Allocation
- Valuation
- Asset Management
- Investments
- Financial Risk
- Sales
- Private Equity
- Strategic Planning
- Account Management
- Financial Planning
- Equities
- Derivatives
- Investment Banking
- Bloomberg
- Management
- Team Leadership
- Leadership
- Team Building
- Fundamental Analysis
- Corporate Structure
- ETFs
- National Account Management
- Thought Leadership
- Microsoft Office
- Trading
- Family Office
- Options
- E-commerce
- Software Project Management
- Business Travel
- Relationship Building
- Business Relationship Management
- Media Relations
- Independent Thinking
- Project Management
- Creative Problem Solving
- Creative Strategy
- Public Speaking
- Marketing
- Research
- E Commerce
Steven Wruble Summary
- Steven Wruble, based in Omaha, NE, US, is currently a Director of Portfolio Solutions at Amplify. Steven Wruble brings experience from previous roles at amacongo, llc, InvestBetter Consulting, RiskX Investments (Formerly FolioMetrix) and FolioMetrix. Steven Wruble holds a 2009 - 2012 Master of Security Analysis and Portfolio Management in Finance @ Creighton University. With a robust skill set that includes Build Strong Relationships, Financial Services, Business Development, Investment Management, Financial Advisory and more. Steven Wruble has 3 mobile phone numbers on RocketReach.
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