Steve Wollenberger
the Proofery @The Proofery
West Palm Beach, FL, US
EMAILS
MOBILE NUMBERS
+16•••••••67
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WORK HISTORY
Present
the Proofery @The Proofery
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EDUCATION
1987 — 1990
Xavier University
Master of Education (M.Ed.), English/Language Arts Teacher Education
1976 — 1981
Cincinnati College Conservatory of Music
B.Mus., Composition
SKILLS
Series 6Series 7401kPortfolio ManagementContract NegotiationResolution of Service IssuesInvestmentsPricing NegotiationMutual FundsSales PresentationsRelationship ManagementSeries 63Financial ServicesPlan Design ConsultingDefined BenefitInvestment ReviewsRetirement
ABOUT STEVE WOLLENBERGER
34 years in the financial services industry, beginning in the retail investment field. 26…
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