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A message from our president...
Thank you for taking the time to learn more about our company and how we can help your organization.
I am proud to lead a staff of seasoned, dedicated subject matter experts who share our company’s vision of helping clients succeed!
Our mission is to create client success stories. Our staff knows that by putting you first, we position our organization for success.
You can expect our interactions and engagements to provide superior value while we maintain the highest ethical standards.
If you do not find the information you need while visiting our website I will personally assist you.
You can contact me at: (877) CRM-8880 or via e-mail at:
steve@goldcoastadvisors.com.
Steve Stroz
President
Bio
Steve Stroz
President, Gold
Coast Advisors, Inc.
With over fourteen years of contact management and CRM
systems experience, Steve was among the first individuals to
receive ACT!, WiredContact, and SalesLogix certification,
and is also a Microsoft Certified Professional.
Having been recognized as one of the nation's foremost
authorities on ACT!, Steve has been selected by Symantec, Best,
and Sage Software as a featured instructional speaker for
national product introductions since 1995, has served as an
expert court witness regarding forensic database issues, is
the founder and facilitator of the ACC
Roundtable, serves on the ACT! Advisory Board, and the ACT!
Product Advisory Council. His implementation experience spans all
industries, and his CRM writings are in use by the
international academic community, including DePaul
University graduate students.
Steve has developed contact management and CRM solutions for
small to large local, regional, and international companies,
including General Electric, Quaker, Motorola, and Citigroup.
His international experience encompasses the United States,
Canada, Australia, Europe, and Asia.
Steve holds an electronics degree from DeVry University, a
bachelor's degree in business administration from DePaul
University, and has completed masters work at the College of
Financial Planning in Denver, CO. Prior to
specializing in CRM, Steve served as a financial planner and
tax advisor for Waddell & Reed, Concordia Federal Bank, and
H & R Block.
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