Neil Sterba
Director Regional Manager - Ohio Valley AMG
- Role
- Director Regional Manager - Midwest at AMG Wealth
- Location
- Cleveland, OH, US
- LinkedIn followers
- 500 followers
About Neil Sterba
I am a wholesaler in the financial services industry who loves the challenges and…
Experience
Director Regional Manager - Midwest
Feb 2013 — Present
Responsible for representing AMG Funds financial products (mutual funds and separately managed accounts, private equity) and services to the RIA, independent broker/dealer, and wirehouse channels in Ohio, Indiana, Western PA. and Kentucky. Will assist wealth management teams and financial advisors in growing their business and fine tuning their practices via value added services such as investment and human interest seminars, industry speakers, portfolio managers, product specialists and practice management skills and relationship building techniques. In addition to retail business, I will also work with advisors and teams that focus resources in the retirement plan market.
Skills
- Retirement Planning
- Finra
- 401k
- Series 6
- Series 24
- Asset Management
- Financial Advisory
- Etfs
- Fixed Annuities
- Fishing
- Asset Allocation
- Mutual Funds
- Series 31
- Securities
- Wealth Management
- Alternative Investments
- Separately Managed Accounts
- Financial Services
- Series 7
- Fixed Income
- Building Relationships
- Retirement
- Series 65
- Investment Management
- Wholesaling Mutual Funds and Asset Management
- Investments
- Equities
- Investment Advisory
- Series 63
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