Steven Kulesza

Chief Business Development Officer at Dynamic Advisor Solutions

Steve Kulesza CFP® has held various roles in the financial industry, including working as a Financial Consultant at American Express/Ameriprise Financial. In their current role as Chief Business Development Officer at Dynamic Advisor Solutions, Steve brings a wealth of experience, having previously served as a Regional Business Development Officer at Charles Schwab and Vice President-Regional Director at Madison Investment Advisors. Steve holds a Bachelor's degree from The University of Akron and a CERTIFIED FINANCIAL PLANNER™ designation from the College for Financial Planning.

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Previous companies

Charles Schwab logo
MSH Capital Advisors LLC logo

Timeline

  • Chief Business Development Officer

    October, 2022 - present