Steven Kann Email & Phone Number

Newton, MA, US

Lexington, Massachusetts, United States

Auburndale, Massachusetts, United States

• Scanned, organized, and labeled sensitive financial documents – bank statements, tax forms, death certificates, and wills – in accordance with FSC Securities to ensure the company’s protection in case of a client.
• Developed predictive mutual fund portfolios tailored to the investment goals and individual financial situations of potential clients, helping the advisor curate her list of preferred mutual funds
• Managed inbound client calls, efficiently captured key information and scheduled meetings, saving the financial advisor valuable time

Amherst, Massachusetts, United States

Pursuing my interest in basketball, I became a referee, familiarized myself with the rulebook, and made quick judgement calls under pressure to run a safe and equitable game.

Amherst, Massachusetts, United States

As a Residence Hall Security Monitor, I checked in students and guests into their respective dorms, while using downtime to study for my business classes, making it a rewarding and productive experience.

Amherst, Massachusetts, United States

At Berkshire Dining Hall, (located less than 15 yards from my dorm!) I enjoyed listening to podcasts about business, poker, and nutrition while cleaning and loading dishes.

Waltham, Massachusetts, United States

As a small business and nonprofit, at Meadowscaping for Biodiversity, I taught high school students the value of caring for the environment and oversaw native plant sales & installations.

West Newton, Massachusetts, United States

Proud and fortunate to have had Trader Joe's as my first job, I learned valuable communication skills and the importance of hard work in a fast-paced and ever-so-busy environment.

Bachelor Of Arts - Ba, Economics

Ged