Summary
Overview
Work History
Education
Skills
Timeline
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Steven Dearstyne

Schenectady,NY

Summary

Dynamic Financial Advisor with a proven track record at Thoroughbred Advisors, excelling in relationship building and investment advice. Leveraged analytical thinking to tailor financial strategies, fostering client loyalty and securing long-term partnerships. Recognized for sales expertise and attention to detail, consistently delivering exceptional results in client satisfaction and portfolio management.

Overview

16
16
years of professional experience

Work History

Financial Advisor

Thoroughbred Advisors
03.2025 - Current
  • Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • Established new client relationships by conducting thorough needs assessments during initial consultations.

Medical Device Sales Representative

Stryker Orthopaedics
08.2015 - 02.2025
  • Met with physicians, directors and healthcare executives to successfully sell medical devices.
  • Streamlined internal processes for increased efficiency in order processing, reducing errors during transactions.
  • Cemented relationships with key providers through regular contact and unparalleled support.
  • Brought in new leads consistently using strong prospecting and networking abilities.
  • Communicated well with highly technical staff and business-oriented managers by adapting style and wording for specific audiences, continuously building strong connections and maximizing relationships.
  • Negotiated contracts with healthcare providers, securing long-term partnerships in the medical device industry.

Medical Device Sales Representative

Zimmer Biomet
01.2010 - 08.2015
  • Handled territory records such as contracts and inventory paperwork with high accuracy.
  • Utilized data-driven approaches to track performance metrics which informed adjustments to sales strategies and tactics.
  • Showcased products and trained healthcare professionals through workshops aimed at [Type] segment.
  • Established a reputation for expertise within the medical device industry, often being sought out for consultation by peers within the field.

Education

Bachelor of Arts - Philosophy

University of Albany
Albany NY
06-2000

Skills

  • Investment advice
  • Relationship building and management
  • Sales expertise
  • Analytical thinking
  • Attention to detail

Timeline

Financial Advisor

Thoroughbred Advisors
03.2025 - Current

Medical Device Sales Representative

Stryker Orthopaedics
08.2015 - 02.2025

Medical Device Sales Representative

Zimmer Biomet
01.2010 - 08.2015

Bachelor of Arts - Philosophy

University of Albany