Steve Saltzman

Steve Saltzman Email and Phone Number

President And Co-Founder @ Saltzman Insights
charlotte, north carolina, united states

Steve Saltzman's Contact Details

Steve Saltzman work email

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Steve Saltzman's Current Company Details

saltzmaninsights.com

Saltzman Insights

President And Co-Founder
charlotte, north carolina, united states
Employees:
3
Industry:
Financial Services
Distinguished management career leading financial institution and insurance company distribution efforts in annuities and insurance. Expert in annuity product design, support, and distribution through domestic and international channels including banking centers. Traveled extensively throughout the US and abroad in support of business assignments while managing functional groups in multiple locations.Specialties: New Business DevelomentRelationship ManagementProduct Design & Development

Steve Saltzman Work Experience

  • saltzmaninsights.com
    Insurance And Annuity Product Manager
    Wells Fargo 1992 - 1999 · 7 yrs
    San Francisco, California, United States
  • saltzmaninsights.com
    Principal
    Kehrer Saltzman & Associates May 12 - Aug 14 · 2 yrs 3 mos
  • saltzmaninsights.com
    Chief Marketing Officer
    Northstar Financial Services (Bermuda) Ltd May 06 - Jul 08 · 2 yrs 2 mos
    Bermuda
    Chief Marketing Officer of Northstar Financial Services Ltd. and its operating subsidiaries, Northstar Financial Services (Bermuda) Ltd. and NFSB Investments Ltd. Northstar was formed in 2006 to acquire an existing Bermuda based insurer and provides offshore insurance and investment products to international investors. Responsible for marketing, new business development, sales, key relationship management and communications to financial institutions, advisors and policyholders. Also served as spokesperson for Northstar and its subsidiaries. Show less
  • saltzmaninsights.com
    Director Of Retail Insurance
    Jpmorgan Chase & Co. Sep 99 - May 06 · 6 yrs 8 mos
    New York, New York, United States
    Lead large-scale retail distribution of annuity and insurance products, including domestic and offshore markets totaling to over $5 billion in annual sales. Developed and implemented overall product and support strategies, including proprietary underwriting, for the Retail distribution system. Achieved significant improvements in total sales, product\carrier quality and process efficiency for the firm.
  • saltzmaninsights.com
    President And Co-Founder
    Saltzman Insights 2020 - Present · 5 yrs 3 mos
    Charlotte, North Carolina, United States
    Saltzman Insights combines industry expertise with a customizable technology platform to provide on-line solutions for client-facing distributors and their product partners. Saltzman Insights’ solutions provide comprehensive insight into any distribution firm’s in-force data-- from the aggregate to the detailed-- with a set of tools tailored to each firm’s needs.
  • saltzmaninsights.com
    Owner, Principal
    Saltzman Associates End date missing
    Charlotte, North Carolina, United States
    Saltzman Associates is a strategic marketing consultancy providing consulting services and solutions to institutional distributors and underwriters of insurance and investment products.We work with banks, credit unions, broker-dealers, RIAs, insurance companies, investment banks and related financial services companies to provide services including market intelligence, business development, marketing and product development. Whether the need is information based consulting, due diligence, or identifying new opportunities, we can help you identify the most profitable strategies, resources and programs. Show less

Steve Saltzman Education

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