Harrison Steinwald
Trubee Wealth Advisors
- Role
- Wealth Advisor at Trubee Wealth Advisors
- Location
- Buffalo, NY, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Wealth Advisor
Jul 2020 — Present
Education
University at Buffalo School of Management, The State University of New York
Master of Business Administration - MBA
2018 — 2020
John Carroll University
Bachelor's degree, Finance, General
2007 — 2011
Skills
- Seminar Marketing
- Series 65
- Communication
- Process Improvement
- Series 63
- Organizational Effectiveness
- Sales Operations
- Customer Retention
- Customer Service
- Series 7
- Teamwork
- Presentation Skills
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