In addition to guiding new clients through the account opening process, these services include executing investment portfolio updates, disbursing funds, processing trades and wire transfers, providing online reporting tutorials, and distributing performance and tax data reports.
Prior to joining Treasury Partners, Mr. Sternberg served as an Options & Margin Specialist at Robinhood Financial and previously as a Registered Associate at UBS Financial Services.
Mr. Sternberg is a graduate of SUNY-Oneonta where he earned a Bachelor degree in Business Economics and Finance.
He holds Series 7 and 63 securities licenses and is life and health insurance licensed.
Mr. Sternberg enjoys surfing, basketball, weight training, cooking, golf, and skateboarding. He surfs and golfs no matter the season, even in Winter.