Steven Dean Email and Phone Number
Steven Dean work email
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Steven Dean personal email
Steven Dean phone numbers
Baldwin Wealth Partners is a registered investment advisory firm serving families and individuals nationwide. The firm has over 50 years’ history of providing wealth management services to high net-worth individuals and families. For more information on Baldwin, please visit www.baldwin-llc.com.These views expressed are for informational purposes and do not constitute a complete description of our investment services or performance. Material discussed is meant to provide general information and is not to be construed as specific investment, tax or legal advice. Nothing on this website should be interpreted to state or imply that past results and/or current and historical facts are an indication of future performance.
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Chief Compliance OfficerKlr Wealth Management, LlcUnited States
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Chief Compliance OfficerBaldwin Wealth Partners Jul 2024 - PresentMarion, Massachusetts, UsBaldwin Brothers, serving families and individuals nationwide, is an SEC-registered investment advisory firm with over $2B dollars of assets under management (as of 12/31/23). The firm has over 50 years’ history of providing wealth management services to high net-worth individuals and families. -
Chief Compliance OfficerKlr Wealth Management, Llc Apr 2023 - Jun 2024I accepted a position as the Chief Compliance Officer at Baldwin Brothers after KLR Investment Advisors was acquired by Baldwin Brothers on June 28, 2024.
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Chief Compliance OfficerBeck Bode, Llc Sep 2022 - Apr 2023Dedham, Massachusetts, Us -
Vice President, Director ComplianceCitizens Financial Group, Inc. Mar 2013 - Apr 2022Compliance Director to the Bank, Retail & Institutional Broker Dealers Including Investment Banking, Capital Markets, Corporate Banking, Corporate Finance and Wealth Management Divisions. -
The Hartford Investment Management Company Compliance AdvisorThe Hartford Sep 2011 - Oct 2012Hartford, Ct, Us -
Compliance ManagerCommonwealth Financial Network Oct 2003 - Sep 2011Waltham, Ma, Us
Steven Dean Skills
Steven Dean Education Details
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The University Of ConnecticutBachelor Of Arts (B.A.)
Frequently Asked Questions about Steven Dean
What company does Steven Dean work for?
Steven Dean works for Klr Wealth Management, Llc
What is Steven Dean's role at the current company?
Steven Dean's current role is Chief Compliance Officer.
What is Steven Dean's email address?
Steven Dean's email address is st****@****lpl.com
What is Steven Dean's direct phone number?
Steven Dean's direct phone number is +1 401 456*****
What schools did Steven Dean attend?
Steven Dean attended The University Of Connecticut.
What are some of Steven Dean's interests?
Steven Dean has interest in Collecting Antiques, Exercise, Home Improvement, Scuba Diving, Shooting, Reading, Sports, Watching Basketball, The Arts, Golf.
What skills is Steven Dean known for?
Steven Dean has skills like Series 63, Global Banking And Markets, Interest Rate Swaps, Capital Markets, Series 53, Fx Trading, Institutional Investments, Series 4, Investment Advisory, 206 7, Commercial Banking, Compliance.
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