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Benjamin Steele Email & Phone Number
Operations Manager
at
Lemzar Capital
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✓ Verified Jul 2026
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Profile completeness 86%
Who is Benjamin Steele? Overview
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Quick answer
Benjamin Steele is listed as Operations Manager at Lemzar Capital, based in Birmingham, Alabama, United States. AeroLeads shows a matched LinkedIn profile for Benjamin Steele.
Benjamin Steele previously worked as Client Service Coordinator at Lemzar Capital and Member Service Associate at Mountain America Investment Services. Benjamin Steele holds Bachelor Of Science - Bs, Recreation Administration from Utah State University.
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Email format at Lemzar Capital
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Lemzar Capital
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Profile bio
About Benjamin Steele
Versatile finance professional with a passion for Analytics. Skilled at analyzing financial information, and compliance risks, and maintaining accurate CRM data. Strong attention to detail and excellent communication skills. Thrives in fast-paced, collaborative environments. Always seeking new challenges and growth opportunities in finance.
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Lemzar Capital
Website
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4 roles
Benjamin Steele work experience
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Client Service Coordinator
Member Service Associate
Provide operational and compliance support to Wealth Advisors, ensuring adherence to regulatory requirements and mitigating risks.Handle frontline service to members via telephone/email/text and resolve inquiries related to investment accounts.Process advisor's paperwork for transfers involving clients' investment accounts, ensuring accuracy and completeness.Manage transfers of assets and funds for all clients between advisor meetings, ensuring timely and secure transactions.Utilize Salesforce.com to maintain accurate and up-to-date client information and team CRM data.
Dec 2021 - Jul 2023
Financial Representative
Analyzed financial information to develop and recommend strategies to meet clients' objectives, assessing and mitigating risks associated with investment decisions.Developed strategic recommendations that integrated insurance, investments, and financial advice to solve complex client financial situations.Communicated effectively with clients to explain investment strategies, risks, and potential returns.
Jun 2021 - Nov 2021
1 education record
Benjamin Steele education
FAQ
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What company does Benjamin Steele work for?
Benjamin Steele works for Lemzar Capital.
What is Benjamin Steele's role at Lemzar Capital?
Benjamin Steele is listed as Operations Manager at Lemzar Capital.
Where is Benjamin Steele based?
Benjamin Steele is based in Birmingham, Alabama, United States while working with Lemzar Capital.
What companies has Benjamin Steele worked for?
Benjamin Steele has worked for Lemzar Capital, Mountain America Investment Services, and Northwestern Mutual.
How can I contact Benjamin Steele?
You can use AeroLeads to view verified contact signals for Benjamin Steele at Lemzar Capital, including work email, phone, and LinkedIn data when available.
What schools did Benjamin Steele attend?
Benjamin Steele holds Bachelor Of Science - Bs, Recreation Administration from Utah State University.
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