David Steen
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David Steen Email & Phone Number

Senior Associate Financial Advisor at Vanguard
Location: Huntingdon Valley, Pennsylvania, United States 9 work roles 2 schools
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✓ Verified August 2026 3 data sources Profile completeness 86%

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Current company
Role
Senior Associate Financial Advisor
Location
Huntingdon Valley, Pennsylvania, United States

Who is David Steen? Overview

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Quick answer

David Steen is listed as Senior Associate Financial Advisor at Vanguard, based in Huntingdon Valley, Pennsylvania, United States. AeroLeads shows a matched LinkedIn profile for David Steen.

David Steen previously worked as Bursar / Account Manager at Bryn Athyn College Of The New Church and Senior Accountant at Bryn Athyn College Of The New Church. David Steen holds Religion, Religion/Religious Studies from Bryn Athyn College Of The New Church.

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Email format at Vanguard

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Vanguard

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Profile bio

About David Steen

With over 7 years of work experience in accounting, finance, and leadership, I am currently the Bursar / Account Manager at Bryn Athyn College of the New Church, where I oversee the billing, collection, and reconciliation of student accounts, as well as the financial aid and scholarship programs. Previously, I was a Senior Accountant at the same institution, where I prepared and analyzed financial statements, budgets, and reports, and ensured compliance with accounting standards and regulations. Before joining Bryn Athyn College, I was an Investment Advisor at Delaware Valley Advisors, LLC, where I helped clients achieve their financial goals and objectives through personalized planning and portfolio management. I have strong analytical and interpersonal skills.

Current workplace

David Steen's current company

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Vanguard
Vanguard
Senior Associate Financial Advisor
Bryn Athyn, PA, US
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9 roles

David Steen work experience

A career timeline built from the work history available for this profile.

Senior Associate Financial Advisor

Bryn Athyn, Pa, Us

Health & Habit Coach

Into Focus Llc

Huntingdon Valley, Pennsylvania

Feb 2017 - Jan 2019

Program Manager, Head Health, Wellness & Fitness Coach

Depression2Extinction
Aug 2017 - Mar 2018
2 education records

David Steen education

Certified Health Coach

Health Coach Institute
FAQ

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Quick answers generated from the profile data available on this page.

What company does David Steen work for?

David Steen works for Vanguard.

What is David Steen's role at Vanguard?

David Steen is listed as Senior Associate Financial Advisor at Vanguard.

Where is David Steen based?

David Steen is based in Huntingdon Valley, Pennsylvania, United States while working with Vanguard.

What companies has David Steen worked for?

David Steen has worked for Vanguard, Bryn Athyn College Of The New Church, Delaware Valley Advisors, Llc, Access Services, and Into Focus Llc.

How can I contact David Steen?

You can use AeroLeads to view verified contact signals for David Steen at Vanguard, including work email, phone, and LinkedIn data when available.

What schools did David Steen attend?

David Steen holds Religion, Religion/Religious Studies from Bryn Athyn College Of The New Church.

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