Steve R Betesh

Financial Representative

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Location:

8 Seminole Dr, Saint Augustine, FL 32084

Industry:

Insurance

Work:

National Life Group May 2017 - Jan 2018
Financial Representative
Bold New City Financial May 2017 - Jan 2018
Financial Representative
Bank of America Merrill Lynch 2005 - 2016
Internal Insurance Specialist, Assistant Vice President
Merrill Lynch 2006 - 2009
Business Development Specialist
Marsh 1997 - 2004
Internal Insurance Specialist

Skills:

Insurance
Series 7
Investments
Series 63
Retirement Planning
Financial Services
Sales
Mutual Funds
Life Insurance
Training
Retirement
Business Analysis
Business Development
Finance
Defined Benefit
Fixed Annuities
Securities
401K
Series 65
Series 6
Asset Allocation
Disability Insurance
Series 24
Asset Management
Networking
Finra
High Net Worth Individuals
Equities
Variable Annuities
Term Life Insurance
Relationship Management
Employee Benefits
Start Ups
Etfs
Risk Management
Selling

Internal Insurance Specialist

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Position:

Internal Insurance Specialist, AVP at Merrill Lynch

Location:

Greater Philadelphia Area

Industry:

Insurance

Work:

Merrill Lynch - Hopewell, NJ since Jun 2006
Internal Insurance Specialist, AVP
Bank of America Merrill Lynch 2005 - 2011
Internal Insurance Specialist
Merrill Lynch 2006 - 2010
Insurance Specialist
Merrill Lynch 2006 - 2009
Business Development Specialist
Marsh 1997 - 2004
Internal Insurance Specialist