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 complaint• 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