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Steve Meier Email & Phone Number
Senior Product Manager - Product Management and Development
at
Osaic
1 work email found
@advisorgroup.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Product Manager - Product Management and Development
Location
Omaha, Nebraska, United States
Company size
Who is Steve Meier? Overview
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Quick answer
Steve Meier is listed as Senior Product Manager - Product Management and Development at Osaic, a with 2395 employees, based in Omaha, Nebraska, United States. AeroLeads shows a work email signal at advisorgroup.com and a matched LinkedIn profile for Steve Meier.
Steve Meier previously worked as Senior Product Manager - Product Management & Development at Osaic and Product Management Consultant at Securities America Inc.. Steve Meier holds Bachelor Of Business Administration (Bba), Finance, General from University Of Nebraska At Kearney.
Company email context
Email format at Osaic
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{first_initial}{last}@advisorgroup.com
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Profile bio
About Steve Meier
Experienced Product Management Consultant with a demonstrated history of working in the financial services industry. Strong product management professional skilled in Analytical Skills, Sales, Equities, Mutual Funds, Insurance Products, Structured Products and Relationship Management.
Listed skills include Investments, Mutual Funds, Series 63, Analysis, and 13 others.
Current workplace
Steve Meier's current company
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Osaic
8 roles
Steve Meier work experience
A career timeline built from the work history available for this profile.
Senior Product Manager - Product Management & Development
CurrentPrimary focus on mutual funds, ETFs, and structured products. Effectively communicate with sponsors and Financial Professionals to ensure product availability meets client need. Manage internal product database and work with colleagues to enhance the FPs experience.
Jul 2016 - Present
Product Management Consultant
Help ensure the advisors who choose Securities America to assist in their business have the products available they need to be successful. Focus on the review, due diligence, and consideration of new product opportunities and maintaining the existing product platform.
Jul 2016 - Mar 2020
New Client Consultant
Working with prospective new clients and recently opened accounts. Determining investment goals and objectives in determining what type of account to open and introducing them to TDA tools and services. You only get one chance to make a first impression.
Apr 2013 - Jun 2016
Financial Rep
Inbound customer support for account service issues. Stock and option broker to place trades for clients. IRA, IPO, and wire trained. Proud member of the Associate Engagement Committee to help drive employee satisfaction. New hire mentor to assist in the training process.
Oct 2009 - Apr 2013
Distribution Analyst
Responsible for analyzing new producer and corporate information to get agents appointed to do business with Mutual and its subsidiaries.
Aug 2009 - Oct 2009
Financial Advisor
Worked with Dennis R. Julch, Regional Management Associate, to maintain relationships and provide service to members from his extensive book of business, while actively looking for new clients. Responsible for:• Going on appointments to offer needed products• Making phone calls to clients to review products and schedule meetings• Placing mutual fund and stock trades• Analyzing Morningstar reports in preparation for client appointments• Contact management in database (Client Database System, Sales Force)
Apr 2008 - Jun 2009
Financial Advisor
Found how hard it is to build your clientele from scratch, especially being young and your natural market just graduating from college. Also found out how rewarding it can be, positively influencing individuals financial lives and educating them!
May 2007 - Mar 2008
2 education records
Steve Meier education
Bachelor Of Business Administration (Bba), Finance, General
Business Administration, Finance
FAQ
Frequently asked questions about Steve Meier
Quick answers generated from the profile data available on this page.
What company does Steve Meier work for?
Steve Meier works for Osaic.
What is Steve Meier's role at Osaic?
Steve Meier is listed as Senior Product Manager - Product Management and Development at Osaic.
What is Steve Meier's email address?
AeroLeads has found 1 work email signal at @advisorgroup.com for Steve Meier at Osaic.
Where is Steve Meier based?
Steve Meier is based in Omaha, Nebraska, United States while working with Osaic.
What companies has Steve Meier worked for?
Steve Meier has worked for Osaic, Securities America Inc., Td Ameritrade, Mutual Of Omaha, and Thrivent Financial For Lutherans.
How can I contact Steve Meier?
You can use AeroLeads to view verified contact signals for Steve Meier at Osaic, including work email, phone, and LinkedIn data when available.
What schools did Steve Meier attend?
Steve Meier holds Bachelor Of Business Administration (Bba), Finance, General from University Of Nebraska At Kearney.
What skills is Steve Meier known for?
Steve Meier is listed with skills including Investments, Mutual Funds, Series 63, Analysis, Sales, Customer Service, Series 7, and Uniform Combined State Law.
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