2008
Pacific Coast Banking School
Practical Financial Planning

Primary Audience: Private Banking and Senior Lending Officers
Course Evaluation: "Overall Average: 4.88"

  • "Made a complicated subject understandable."

  • "Steve provided clear, concise, and helpful information which is extremely helpful in both my business and personal life."

  • "The most valuable aspect of this course is its practicality - understanding the characteristics of each security and how that could practically be applied. The instructor is indeed knowledgeable and passionate about his expertise."

Southeastern School of Banking
Sales In Financial Services

Primary Audience: Lending Officers
Course Evaluation: "Overall Rating: 4.61"

  • "He is a wonderful instructor; keeps your attention and gives you pertinent information that you can use in your job."

  • "Great speaker/very dynamic; he gave me some very good ideas and info to take back to my bank."

  • "Entertaining and encourages people to think outside the box." [Emphasis in original]

  • "Made even sales discussion fun!" [Emphasis in original]

  • "Excellent speaker; very effective teaching approach; kept my interest."

  • "A superb speaker/instructor; funny and attention getting; extremely knowledgeable, add him to the best speaker list." [Emphasis in original]

  • "Awesome!!! Talk about saving the best for last - he is great, great subject, and great delivery - could listen to him all day!"