Steven Aibel
- Role
- Financial Planner at Prudential Financial
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Steven Aibel
In my role as a Financial Advisor/Fincial Planner, my focus is to provide honest service…
Experience
Financial Planner
Jun 2022 — Present
Assists in the clarification, understanding and quantification of client’s financial goals and needs. • Assists clients in gathering the information needed to prepare the financial plan. • Creates a financial plan that provides information and strategies to help clients make better informed financial decisions. • Educates clients on solutions to the potential hidden risks that may disrupt their financial plan. • Meets with family members, executors and other advisors to discuss the clients’ financial plan, if desired, for a concerted effort. • Periodically updates the clients’ financial plan, if desired, to help clients make adjustments due to our ever changing environment
Education
George Washington University
Bachelor's Degree
1983 — 1987
George Washington University
Masters of Business Administration, MBA, Finance
Skills
- Microsoft Word
- Fixed Income
- Powerpoint
- Financial Markets
- Microsoft Office
- Foreign Exchange
- Strategy
- Investments
- Derivatives
- Equities
- Bloomberg
- Trading Strategies
- Customer Service
- Trading
- Hedge Funds
- English
- Capital Markets
- Trading Systems
- Options
- Microsoft Excel
- Alternative Investments
- Portfolio Management
- Asset Management
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