Jason Steeno

Jason Steeno Email and Phone Number

President @ CoreCap Advisors, LLC
Southfield, MI, US
Jason Steeno's Location
Southfield, Michigan, United States, United States
Jason Steeno's Contact Details

Jason Steeno personal email

n/a
About Jason Steeno

Proven ability to recruit, develop and lead top producing investment advisory teams. Deep expertise in talent acquisition strategy, team building, onboarding, sales training and sales leadership.

Jason Steeno's Current Company Details
CoreCap Advisors, LLC

Corecap Advisors, Llc

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President
Southfield, MI, US
Jason Steeno Work Experience Details
  • Corecap Advisors, Llc
    President
    Corecap Advisors, Llc
    Southfield, Mi, Us
    View
  • Corecap Advisors, Llc
    President
    Corecap Advisors, Llc Mar 2020 - Present
    Southfield, Michigan, United States
    View
  • Corecap Investments, Llc
    President
    Corecap Investments, Llc Mar 2020 - Present
    Southfield, Michigan, United States
  • Regal Securities, Inc.
    Svp Regal Securities, President Regal Advisory Services
    Regal Securities, Inc. Jul 2019 - Mar 2020
    Orlando, Florida Area
    View
  • Scottrade Investment Management
    Vice President Guidance Solutions
    Scottrade Investment Management Jul 2013 - Dec 2017
    Greater St. Louis Area
    Led development, launch and ongoing management of Investment Advisory (RIA) capability nationwide, with $4.9B under management. Collaborated with executive leadership, IT, Compliance, Risk, Finance and Marketing.• Developed strategy, distribution, compliance procedures, operating procedures, incentive plans, risk measures, goals and targets, investment philosophy and team structure.• Delivered highly functioning sales team in 4 months growing team to 12 associates and ultimately expanded to 40 by 2Q 2016.• Selected for participation Scottrade’s Leadership Development Program aimed at VP level associates and above to develop bench strength for future enterprise level leadership roles. Worked with executive coach from July 2015 through August 2017 in conjunction with Leadership Development Program.• Achieved above target results each quarter since April 2014 achieving 1.5 times target in 3Q 2017.
  • Td Ameritrade
    Regional Manager
    Td Ameritrade Sep 2005 - Oct 2012
    Led $8.5B in AUM region with 35 associates, one of the largest TD Ameritrade regions in thecountry. Increased region’s gross asset results over 250%, Advisor Direct (client referrals toRIAs) business over 300% and Amerivest (ETF/MF asset allocation product) business over250% during tenure. Coached and developed entry level sales professionals to surpass quar-terly goals. Led multiple new product pilots within my region before they were rolled out na-tionally. During tenure, five Investment Consultants/Managers promoted to leadership posi-tions within the company. During tenure as Regional Manager, decreased employee attritionby over 300%.
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  • Td Ameritrade
    Branch Manager
    Td Ameritrade Jun 2002 - Sep 2005
    Achieved Branch Manager of the year in 2004, leading Chicago branch to #1 in the country.Coached and developed reactive associates into proactive salespeople as the company transi-tioned to a business development focus.
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  • Td Ameritrade
    Investment Consultant
    Td Ameritrade Jan 1999 - Jun 2002
    Led the Rolling Meadows branch in gross asset results for over 5 quarters. In top 25% of allCentral Division Investment Consultants in gross asset and advice sales.
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  • Sunstone Financial Services
    Team Leader
    Sunstone Financial Services Jan 1998 - Jan 1999
    Led an operations team in the processing of Mutual Fund applications, withdrawals and trans-fers. Moved into leadership position in first year at the firm.
  • Fimco, Inc.
    Sales Support / Training Coordinator
    Fimco, Inc. Apr 1997 - Jan 1998
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Jason Steeno Skills

Performance Management Sales Recruitment Sales Management Series 7 Series 63 Securities Investment Advisory Investments Portfolio Management Strategic Financial Planning Asset Allocation Mutual Funds Business Development Uniform Combined State Law Retirement Finra Investment Strategies Asset Managment Financial Services Etfs 401k Risk Management Iras Sales Bonds High Net Worth Individuals Retirement Planning Recruiting Relationship Management Leadership Options Trading Fixed Annuities Separately Managed Accounts Life Insurance Training Series 65 Series 24 Equities Financial Advisory Alternative Investments Wealth Management Services Fixed Income Investment Management Financial Markets Wealth Insurance Series 6 Asset Management Financial Planning

Jason Steeno Education Details

Frequently Asked Questions about Jason Steeno

What company does Jason Steeno work for?

Jason Steeno works for Corecap Advisors, Llc

What is Jason Steeno's role at the current company?

Jason Steeno's current role is President.

What is Jason Steeno's email address?

Jason Steeno's email address is js****@****ade.com

What is Jason Steeno's direct phone number?

Jason Steeno's direct phone number is +163639*****

What schools did Jason Steeno attend?

Jason Steeno attended University Of Wisconsin-Milwaukee, Niagara High School.

What skills is Jason Steeno known for?

Jason Steeno has skills like Performance Management, Sales Recruitment, Sales Management, Series 7, Series 63, Securities, Investment Advisory, Investments, Portfolio Management, Strategic Financial Planning, Asset Allocation, Mutual Funds.

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