Steven Turtz
West Financial Institution Management Consultant
- Role
- Investment Management at Cetera Financial Group
- Location
- Carlsbad, CA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Steven Turtz
Steve Turtz is an award winning Senior Executive Division Sales Leader with a solid track…
Experience
Investment Management
Aug 2025 — Present · US
Management Consultants for Banks and Credit Unions. Helping to build winning businesses strategies
Education
University of Rochester
Master of Business Administration - MBA, Business Administration and Management, General
SUNY Brockport
BPS, Business Administration and Management, General
1973 — 1977
Skills
- Employee Benefits
- Retirement Planning
- Finra
- Building Relationships
- Disability Insurance
- Bonds
- Strategic Financial Planning
- Wealth Management Services
- Private Banking
- Financial Advisory
- Executive Management
- High Net Worth Individuals
- Business Planning
- Series 63
- Long Term Care Insurance
- Brokers
- Relationship Management
- Banking
- Asset Allocation
- Mutual Funds
- Cross Selling
- Financial Services
- Strategy
- Succession Planning
- Iras
- Life Insurance
- Finance
- Wealth Management
- Long-Term Care
- Pensions
- Fixed Annuities
- Investment Advisory
- Investment Strategies
- Alternative Investments
- Separately Managed Accounts
- Wealth
- Asset Management
- Securities
- Estate Planning
- Financial Planners
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