Stephen Pappaterra
Performance Coach | Trusts & Estates Attorney | Speaker | Professional Drummer/Percussionist
- Role
- Performance Coach at Oechsli
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About Stephen Pappaterra
As President of Syncopate Creative, LLC, I am a Performance Coach specializing in how…
Experience
Performance Coach
Mar 2017 — Present
Performance Coach with the highly-regarded Oechsli Institute working helping financial advisors grow and manage their practice. Emphasis is on advisor accountability for follow through and how to creatively position and present themselves and their advice via bi-monthly video calls and situational, on demand communication.
Education
Rutgers University
B.A., History
1979 — 1983
Rutgers Law School
J.D., Law
1988 — 1992
Skills
- Financial Planning
- Trust Services
- Investment Strategies
- Speaking Engagements
- Finance
- Series 63
- Charitable Trusts
- Estate Administration
- High Net Worth Individuals
- Series 7
- Estate Law
- Etfs
- Succession Planning
- Leadership
- Certified Financial Planner
- Securities
- Public Speaking
- Estate Planning
- Talent Management
- Wealth Management
- Asset Allocation
- Mutual Funds
- Strategic Planning
- Team Management
- Leadership Development
- Investments
- Financial Advisory
- Hedge Funds
- Trust Management
- Wills
- Wealth Management Services
- Private Banking
- Financial Services
- Trusts
- Team Building
- Asset Protection
- Financial Planners
- Retirement Planning
- Investment Advisory
- Retirement
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