Steve brings nearly two decades of experience in the financial services industry. He co-created MyGearVault, co-founded Apex Healthcare Solutions, a full-service financial consulting firm that specializes in creating bespoke, market-specific programs and products. He has extensive experience merger and acquisition related transactions. Steve maintains Insurance & Investment Licenses in several States and has been awarded the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies®, the standards-setting body for Fi360. He has a B.S. in Marketing from The College of New Jersey.
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