Steele Barcomb is a qualified expert, working in Rockford Investment Partners as a President and Co-Founder since 2014. This person has earned professional experience in more than six positions at different companies. Steele Barcomb went to the Florida International University and got education from 2016 to 2018. Sarasota, Florida is the city, where this person was known to live. This expert's contacts can be accessed through this website by request.
Name variants:
Steele Barcomb
Last updated Jun 18, 2024
Contact Information
Last Update
Aug 1, 2022
Email
sb**@intrinio.com
Location
Sarasota, FL
Company
Rockford Investment Partners
Workplace
President and Co-Founder
Work History
President and Co-Founder
Manage a private fund; performe due diligence, active involvement in fund evaluating, analyzing and constructing of trading models.
Utilize technical and fundamental analysis to establish ...
May 2014 — Dec 2018
Director of Business Development
600 1St Ave north SUITE 203, St Petersburg, FL 33701
from Sep 2018
Cdiy Representative
1000 Stanley Dr, New Britain, CT 06053
Establish new business relationships with leading end-users to capture market share for the service department.
Identified new sales opportunities and create value-added offerings in the I...
Mar 2014 — Mar 2015
Financial Advisor
New York, NY
Analyzed and discovered clients needs and opportunities to maximize their potential within their investment portfolio.
Created and presented presentations to potential clients.
1 of 5 com...
Feb 2013 — Mar 2014
Marketing and Event Coordinator Assistant
6205 Peachtree Dunwoody Rd, Atlanta, GA 30328
Assisted sales Reps with event planning for the Orlando area.
On the spot decision making to satisfied customers for certain events.
Assisted Marketing Director with creating new and effe...
Sep 2009 — Mar 2011
Education
Occupations
Executive
Director of Business Development
Chairperson
Co-Founder
Accountant
Finance and Accounting Specialist
Business Development Manager
Operations Manager
Chief Executive
Founder
Accounting Bookkeeper
Bookkeeper
Skills
Marketing Strategy
Financial Services
Portfolio Management
Sales Management
Event Planning
Social Media Marketing
Microsoft Office
Series 6
Customer Service
Sales
Leadership
Marketing
Life Insurance
Microsoft Excel
Retirement Plan Consulting
Qualified Retirement Plans
Licensed Life and Health Insurance Agent
Variable Annuities