Neil Menard

Neil Menard Email and Phone Number

Partner, Global Distribution at Stepstone Private Wealth @ StepStone Private Wealth
Neil Menard's Location
Greater Orlando, United States, United States
Neil Menard's Contact Details
About Neil Menard

Neil Menard is a Partner, Global Distribution at Stepstone Private Wealth at StepStone Private Wealth. He possess expertise in series 7, mutual funds, investments, series 63, asset allocation and 22 more skills.

Neil Menard's Current Company Details
StepStone Private Wealth

Stepstone Private Wealth

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Partner, Global Distribution at Stepstone Private Wealth
Neil Menard Work Experience Details
  • Stepstone Private Wealth
    President, Distribution
    Stepstone Private Wealth Jul 2019 - Present
    Charlotte, North Carolina, Us
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  • Cnl Securities
    President
    Cnl Securities Nov 2015 - Mar 2018
    Orlando, Fl, Us
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  • Franklin Square Capital Partners
    Svp, National Sales Manager - Ria
    Franklin Square Capital Partners Apr 2014 - Sep 2015
    Philadelphia, Pa, Us
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  • Steben & Company, Inc.
    Svp Of Distribution
    Steben & Company, Inc. Jun 2006 - Apr 2014
    Gaithersburg, Md, Us
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  • Sei Investments
    Managing Director
    Sei Investments 1997 - 2004
  • Metlife
    Group Rep
    Metlife 1990 - 1993
    New York, Ny, Us
    View

Neil Menard Skills

Series 7 Mutual Funds Investments Series 63 Asset Allocation Asset Management Investment Strategies Hedge Funds Financial Services Wealth Management Finra Securities Investment Management Financial Markets Portfolio Management Investment Advisory Series 24 Capital Markets Etfs Relationship Management Retirement Equities Financial Analysis Financial Advisory Series 65 Separately Managed Accounts Alternative Investments

Neil Menard Education Details

  • Colby College
    Colby College
  • Lawrence Academy
    Lawrence Academy

Frequently Asked Questions about Neil Menard

What company does Neil Menard work for?

Neil Menard works for Stepstone Private Wealth

What is Neil Menard's role at the current company?

Neil Menard's current role is Partner, Global Distribution at Stepstone Private Wealth.

What is Neil Menard's email address?

Neil Menard's email address is ne****@****uth.net

What is Neil Menard's direct phone number?

Neil Menard's direct phone number is (240)-631*****

What schools did Neil Menard attend?

Neil Menard attended Colby College, Lawrence Academy.

What skills is Neil Menard known for?

Neil Menard has skills like Series 7, Mutual Funds, Investments, Series 63, Asset Allocation, Asset Management, Investment Strategies, Hedge Funds, Financial Services, Wealth Management, Finra, Securities.

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