Steven Nussbaum
Managing Director, Wealth Management Advisor
- Role
- Wealth Management Advisor, Managing Director at Merrill Lynch
- Location
- Fairfield County, CT, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Steven Nussbaum
Steve has spent over 38 years in the financial services industry, focused on serving his…
Experience
Wealth Management Advisor, Managing Director
Dec 2005 — Present
Education
Boston University
Master's Degree
1980 — 1981
Washington University in Saint Louis
Bachelor's Degree
1973 — 1977
Skills
- Financial Services
- Asset Allocation
- Mutual Funds
- Asset Management
- Financial Advisory
- Investments
- Finance
- 401k
- Equities
- Insurance
- Investment Advisory
- Securities
- Retirement Planning
- Strategy
- Investment Strategies
- Alternative Investments
- Series 7
- Investment Management
- Wealth Management
- Portfolio Management
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