Jeffrey Steinberg is a seasoned financial services professional with extensive experience across various leadership roles at Fidelity Investments, including VP, Regional Leader-Managed Solutions & FIA. Previously, they held positions at Wells Fargo as a Learning & Development Facilitator and Registered Personal Banker II, as well as Branch Manager III, where they excelled in coaching and developing team members. Their earlier experience includes serving as an Investment Advisor at Merrill Lynch, where they consistently exceeded revenue and client acquisition goals.
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