Alec Steffen
- Role
- Regional Associate at Inland Securities Corporation
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
Experience
Regional Associate
Feb 2022 — Present
Wholesaler covering Southern California and Hawaii, the largest producing territory for the firm with $261M in sales for 2022 • Work directly with Broker Dealer and Registered Investment Advisor Channels • Specialize in 1031 exchanges, DSTs, QOZs, and Private Equity (ground up, value add, redevelopment) • Manage prospect funnel, pipeline and nurture prospective clients; recognized CRM SME • Lead weekly 1031/DST Webinar Program for advisors and their prospective investors, and CPA CE Webinar Program • Run end to end 1031/DST advisor consultations including conducting and reviewing analyses of underlying assets, identifications, asset allocations The content on this site is being provided for general informational purposes only. Content contained on this site may not be construed as a solicitation to open an account or conduct securities transactions. Information provided by unaffiliated third parties, if any, is deemed the sole responsibility of that content provider. For further disclosure, please refer to brokercheck.finra.org.
Skills
- Public Speaking
- Microsoft Word
- Financial Planning
- Teamwork
- Research
- Social Networking
- Sports Marketing
- Social Media
- Powerpoint
- Sports Management
- Microsoft Access
- Microsoft Excel
- Event Planning
- Customer Service
- Sports
- Leadership
- Time Management
- Microsoft Office
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