Steve Howe

Steve Howe Email and Phone Number

Director of Business Development @ Vanderbilt Financial Group
Steve Howe's Location
New York City Metropolitan Area, United States, United States
Steve Howe's Contact Details

Steve Howe personal email

Steve Howe phone numbers

About Steve Howe

An experienced, senior financial services professional with an innate ability to champion Firm’s advisor-client relationships, manage back office operations, oversee custodial platforms, and deliver on client expectations. Extensive background working in the independent Registered Investment Advisor (RIA), Broker Dealer (BD), Qualified Plan/TPA, Insurance, and Corporate Trust services. Key liaison for new advisor/client on-boarding and managing transitional logistics. Knowledgeable with securities data aggregation and CRM systems and technologies. Proven ability to analyze business processes and identify and implement efficiencies to streamline work flows. Securities Licenses:Series 7Series 24Series 66Health/Life/Variable Insurance Licensed

Steve Howe's Current Company Details
Vanderbilt Financial Group

Vanderbilt Financial Group

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Director of Business Development
Steve Howe Work Experience Details
  • Vanderbilt Financial Group
    Director Of Business Development
    Vanderbilt Financial Group Feb 2024 - Present
    Woodbury, New York, Us
    View
  • Vanderbilt Financial Group
    Director Of Operations
    Vanderbilt Financial Group Nov 2021 - Feb 2024
    Woodbury, New York, Us
    View
  • Gm Advisory Group
    Director Of Operations
    Gm Advisory Group Mar 2021 - Oct 2021
    Melville, Ny, Us
    View
  • Vanderbilt Financial Group
    Chief Compliance Officer (Cco)
    Vanderbilt Financial Group Jan 2019 - Mar 2021
    Woodbury, New York, Us
    View
  • Vanderbilt Financial Group
    Firm Onboarding Manager
    Vanderbilt Financial Group Mar 2018 - Mar 2021
    Woodbury, New York, Us
    View
  • 3 Dimensional Wealth Advisory, Llc
    Vice President Of Operations | Compliance | Client Services
    3 Dimensional Wealth Advisory, Llc May 2006 - Mar 2018
    Locust Valley, Ny, Us
    View
  • Wayland
    Gis Coordinator
    Wayland May 2005 - May 2006
  • Epsilon Associates, Inc.
    Gis Specialist
    Epsilon Associates, Inc. Jun 2003 - May 2005
    Maynard, Ma, Us
    View

Steve Howe Skills

Series 7 Series 24 Series 66 Series 99 Broker Dealer Compliance Broker Dealer Operations Trust Services Corporate Governance Wealth Management Services Multi Generational Wealth Transfer Wealth Preservation Planning Succession Planning Financial Planning Family Office Life Insurance Variable Annuities Operations Management Regulatory Compliance Registered Investment Advisor General Securities Registered Representative 401k 403 B Investment Strategies Financial Advisory Investment Advisory Services

Steve Howe Education Details

  • Boston University
    Boston University
    Master’S Degree
  • University Of Vermont
    University Of Vermont
    Bachelor’S Degree

Frequently Asked Questions about Steve Howe

What company does Steve Howe work for?

Steve Howe works for Vanderbilt Financial Group

What is Steve Howe's role at the current company?

Steve Howe's current role is Director of Business Development.

What is Steve Howe's email address?

Steve Howe's email address is st****@****ail.com

What is Steve Howe's direct phone number?

Steve Howe's direct phone number is +151675*****

What schools did Steve Howe attend?

Steve Howe attended Boston University, University Of Vermont.

What skills is Steve Howe known for?

Steve Howe has skills like Series 7, Series 24, Series 66, Series 99, Broker Dealer Compliance, Broker Dealer Operations, Trust Services, Corporate Governance, Wealth Management Services, Multi Generational Wealth Transfer, Wealth Preservation Planning, Succession Planning.

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