Steve Hubbard

Steve Hubbard Email and Phone Number

Financial services consultant | Fighter against Elder Financial Fraud @ Oyster Consulting, LLC
glen allen, virginia, united states
Steve Hubbard's Location
Midlothian, Virginia, United States, United States
Steve Hubbard's Contact Details

Steve Hubbard personal email

n/a
About Steve Hubbard

9 years in Banking and 26 years in brokerage for large financial institutions with multiple distribution channels. Specialties: Mass-market through UHNW performance and client reporting platforms and development, client-facing systems and materials, advisory/managed money systems, platforms and operations (portfolio management, billing, account opening, reporting), merger integrations, cost savings initiatives (paperless), client digital.Special Interests: Strategies and initiatives to reduce elder financial exploitation.

Steve Hubbard's Current Company Details
Oyster Consulting, LLC

Oyster Consulting, Llc

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Financial services consultant | Fighter against Elder Financial Fraud
glen allen, virginia, united states
Website:
oysterllc.com
Employees:
56
Steve Hubbard Work Experience Details
  • Oyster Consulting, Llc
    Director
    Oyster Consulting, Llc Feb 2024 - Present
    Glen Allen, Virginia, United States
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  • Wells Fargo Advisors Llc
    Managing Director Of Client Reporting
    Wells Fargo Advisors Llc Jan 2008 - Jun 2022
    Overall responsibility for all aspects of WFA's client reporting platforms, including systems and technology, client impact and compliance. Worked closely with operations, technology and other internal teams, as well as external vendors, to provide clients with the information they need to understand their financial activity and progress.
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  • Wachovia Securities
    Chief Operating Officer, Client Strategy Group
    Wachovia Securities Sep 2000 - Jan 2008
    COO of the Advisory/Managed Money area of Wachovia Securities, responsible for all fee-based operations and technology. Managed internal teams handling portfolio management, new account opening, fee billing, performance reporting, and technology development for national broker/dealer. Led multiple complex merger integrations of managed account platforms, including system selections, conversions, and vendor contracting.
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  • Wells Fargo Advisors Llc
    Project Manager / Manager Of Business Analysis
    Wells Fargo Advisors Llc Mar 1996 - Sep 2000
    Began as business analyst/project manager in information technology, working on small, medium and large client/server and mainframe projects, and then moved over to business side to run a team of business analysts supporting the managed account/fee based platform.

Steve Hubbard Skills

Mutual Funds Series 7 Securities Investment Advisory Wealth Management Investments Portfolio Management Finra Retirement Planning Equities Asset Managment Series 65 Itil Certification Bmc Remedy Microsoft Office Writing Editing Change Management Root Cause Analysis Sharepoint Process Improvement Business Analysis Team Leadership Business Requirements Documentation Problem Solving Sla Sdlc It Management Business Process Improvement Itil Problem Management It Relationship Management Incident Management Incident Reporting Software Documentation Program Management Crm Vendor Management Visio Project Management Risk Management Disaster Recovery Databases Information Technology Analysis Training Enterprise Software Service Delivery Strategy Sql Software Development Life Cycle

Steve Hubbard Education Details

Frequently Asked Questions about Steve Hubbard

What company does Steve Hubbard work for?

Steve Hubbard works for Oyster Consulting, Llc

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

Steve Hubbard's current role is Financial services consultant | Fighter against Elder Financial Fraud.

What is Steve Hubbard's email address?

Steve Hubbard's email address is st****@****sec.com

What is Steve Hubbard's direct phone number?

Steve Hubbard's direct phone number is +131487*****

What schools did Steve Hubbard attend?

Steve Hubbard attended Virginia Commonwealth University, The College Of William And Mary.

What are some of Steve Hubbard's interests?

Steve Hubbard has interest in Education, Health.

What skills is Steve Hubbard known for?

Steve Hubbard has skills like Mutual Funds, Series 7, Securities, Investment Advisory, Wealth Management, Investments, Portfolio Management, Finra, Retirement Planning, Equities, Asset Managment, Series 65.

Who are Steve Hubbard's colleagues?

Steve Hubbard's colleagues are James Johnson, Nolan Hughes, Gena Spitzer, David Marky, Fred Esposito, Glenn Schwalje, Bill Davis.

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