Steven Cere

Main portfolio manager for 300+ million dollar book of business. Over see the activities of my team. Created a scalable and repeatable process for on-boarding new clients and servicing existing clients.

• Built a book of business to 300 million while working closely with my Wealth and Commercial bank partners
• Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
• Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
• Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
• Developed comprehensive retirement planning strategies to help clients maximize retirement savings.

• Acquired series 7, 66, and 215 licenses
• Developed Marketing plan to attract new clients
• Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
• Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
• Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
• Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.