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Stephen Pappaterra

Performance Coach @Oechsli

Philadelphia, PA, US
EMAILS
[email protected]
MOBILE NUMBERS
+12•••••••23

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WORK HISTORY

Mar 2017 — Present

Performance Coach @Oechsli

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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