Stephen Pappaterra
Performance Coach @Oechsli
Philadelphia, PA, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Mar 2017 — Present
Performance Coach @Oechsli
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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
1979 — 1983
Rutgers University
B.A., History
1988 — 1992
Rutgers Law School
J.D., Law
SKILLS
Financial PlanningTrust ServicesInvestment StrategiesSpeaking EngagementsFinanceSeries 63Charitable TrustsEstate AdministrationHigh Net Worth IndividualsSeries 7Estate LawEtfsSuccession PlanningLeadershipCertified Financial PlannerSecuritiesPublic SpeakingEstate PlanningTalent ManagementWealth ManagementAsset AllocationMutual FundsStrategic PlanningTeam ManagementLeadership DevelopmentInvestmentsFinancial AdvisoryHedge FundsTrust ManagementWillsWealth Management ServicesPrivate BankingFinancial ServicesTrustsTeam BuildingAsset ProtectionFinancial PlannersRetirement PlanningInvestment AdvisoryRetirement
ABOUT STEPHEN PAPPATERRA
As President of Syncopate Creative, LLC, I am a Performance Coach specializing in how…
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