2006
Pacific Coast Banking School
Wealth Management

Primary Audience: Senior Lenders and Compliance Officers

  • "His real world experience with Wealth Management made this a lively and interesting class.... His stories and quick wit were terrific!" [Emphasis in original].

  • "Specific and tactical suggestions."

  • "Steve was a dynamic presenter."

  • "The instructor was excellent. His presentation and the material outstanding. I will be able to make better suggestions to clients and utilize business partners in a much more enlightened manner."

Southeastern School of Banking
Trust Services

Primary Audience: Lending Officers

  • "Fantastic job making a potentially very boring topic very interesting. Great speaker."

  • "Entertaining. Really made this fun!!!"

  • "Great motivator and instructor."

  • "Excellent..... I am serious, that was great."

  • "Thought he would be a stuffy lawyer, but was very entertaining."

  • "Extremely effective and entertaining speaker..."