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Steve C. Email & Phone Number

Vice President of Compliance and Operations at HUB International - Glen Allen (Formerly Millennium Advisory Services, Inc.)
Location: Greater Richmond Region, United States, United States 9 work roles 1 school
1 work email found @wealthcarecapital.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

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Work email s****@wealthcarecapital.com
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Current company
HUB International - Glen Allen (Formerly Millennium Advisory Services, Inc.)
Role
Vice President of Compliance and Operations
Location
Greater Richmond Region, United States, United States
Company size
17 employees

Who is Steve C.? Overview

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Quick answer

Steve C. is listed as Vice President of Compliance and Operations at HUB International - Glen Allen (Formerly Millennium Advisory Services, Inc.), a company with 17 employees, based in Greater Richmond Region, United States, United States. AeroLeads shows a work email signal at wealthcarecapital.com and a matched LinkedIn profile for Steve C..

Steve C. previously worked as Chief Compliance Officer & Director of Operations at Millennium Advisory Services and Compliance Manager at Millennium Advisory Services. Steve C. holds Bachelor Of Business Administration - Bba, Management from Christopher Newport University.

Company email context

Email format at HUB International - Glen Allen (Formerly Millennium Advisory Services, Inc.)

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*@wealthcarecapital.com
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AeroLeads found 1 current-domain work email signal for Steve C.. Compare company email patterns before reaching out.

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Profile bio

About Steve C.

Steve C. is a Vice President of Compliance and Operations at HUB International - Glen Allen (Formerly Millennium Advisory Services, Inc.). He possess expertise in new business development, call centers, portfolio management, relationship management, retirement planning and 6 more skills.

Listed skills include New Business Development, Call Centers, Portfolio Management, Relationship Management, and 7 others.

Current workplace

Steve C.'s current company

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HUB International - Glen Allen (Formerly Millennium Advisory Services, Inc.)
Hub International - Glen Allen (Formerly Millennium Advisory Services, Inc.)
Vice President of Compliance and Operations
Richmond, VA, US
Website
mas-edu.com
Employees
17
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Company profile
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9 roles · 23 years

Steve C. work experience

A career timeline built from the work history available for this profile.

Investment Operations Manager

Cherry Bekaert Wealth Management Llc

Richmond, Virginia Area

Aug 2018 - Oct 2018

Associate Vice President Of Operations

Wealthcare Capital Management

Richmond, Virginia Area

Oversee and manage all daily operational processes and supervise team of cross trained associates to proactively and reactively respond to needs of & requests from advisors. Responsible for account data reconciliation of over 2,500 accounts across 8 custodians to be used by trading team as well as data queries for regulatory reporting. Regulatory report.

Mar 2016 - Aug 2018

Portfolio Manager

Wealthcare Capital Management

Richmond, Virginia

  • Household trade allocation based on a holistic tax location approach
  • Exchange traded fund and mutual fund research for periodic review of our recommended portfolios and funds
  • Data gathering, reporting & analysis on our portfolios & accounts
  • Review client performance relative to benchmark
  • Complete and processing new account paperwork
  • Process distributions from client accounts
Mar 2011 - Mar 2016

New Business Performance Analyst

Genworth Financial

Performed both proactive and reactive review of new business wing to wing output. Created tracking reports to illustrate productivity and accuracy for a team of 25 case managers for weekly presentations to leadership team. Reduce the reissue rate on Variable Annuity contracts from 5% to less than 1%. Coached and helped to create development plans to help.

2006 - 2011 ~5 yrs

Platinum Partner Representative

Genworth Financial

Built strong working relationships with top 1-2% of annuity producers in the Wire/Regional Channel. Acted as a Senior Customer Service Representative to the Wire/Regional Channel customer service team. Trained new hires via on the job training on products, processes and both administrative and work flow systems. Acted as a back up Customer Service.

2005 - 2006 ~1 yr

Customer Service Representative

Genworth Financial

Assisted both producers and clients regarding Variable, Fixed, and Immediate Annuities in all phases of the contracts from pre-issue to surrender. Awarded GE Customer Hero Award for Outstanding Customer Service. Given upon receipt of written letter of praise for service beyond expectations of a client. Recognized as Customer Service Representative of the.

2003 - 2005 ~2 yrs
Team & coworkers

Colleagues at HUB International - Glen Allen (Formerly Millennium Advisory Services, Inc.)

Other employees you can reach at mas-edu.com. View company contacts for 17 employees →

JS Jordan Smith Jordan Smith Colleague at Hub International - Glen Allen (Formerly Millennium Advisory Services, Inc.)Greater Richmond Region, United States View → JH Joann Hicks, Cpa, Cfp® Joann Hicks, Cpa, Cfp® Colleague at Hub International - Glen Allen (Formerly Millennium Advisory Services, Inc.)Mechanicsville, Virginia, United States, United States View → MC Michael Camizzi Michael Camizzi Colleague at Hub International - Glen Allen (Formerly Millennium Advisory Services, Inc.)Richmond, Virginia, United States, United States View → PD Patrick Dupont, Cfp® Patrick Dupont, Cfp® Colleague at Hub International - Glen Allen (Formerly Millennium Advisory Services, Inc.)St Petersburg, Florida, United States, United States View → TS Tim Silver, Cfp® Tim Silver, Cfp® Colleague at Hub International - Glen Allen (Formerly Millennium Advisory Services, Inc.)Greater Richmond Region, United States View → WP Wende Padek, Crpc® Wende Padek, Crpc® Colleague at Hub International - Glen Allen (Formerly Millennium Advisory Services, Inc.)Indianapolis, Indiana, United States, United States View → PH Paul Hunt Paul Hunt Colleague at Hub International - Glen Allen (Formerly Millennium Advisory Services, Inc.)Glen Allen, Virginia, United States, United States View → OS Olivia Smith Olivia Smith Colleague at Hub International - Glen Allen (Formerly Millennium Advisory Services, Inc.)Richmond, Virginia, United States, United States View → DD Danielle Dykes Danielle Dykes Colleague at Hub International - Glen Allen (Formerly Millennium Advisory Services, Inc.)Glen Allen, Virginia, United States, United States View → LJ Leon Jiang Leon Jiang Colleague at Hub International - Glen Allen (Formerly Millennium Advisory Services, Inc.)United States, United States View →
1 education record

Steve C. education

FAQ

Frequently asked questions about Steve C.

Quick answers generated from the profile data available on this page.

What company does Steve C. work for?

Steve C. works for HUB International - Glen Allen (Formerly Millennium Advisory Services, Inc.).

What is Steve C.'s role at HUB International - Glen Allen (Formerly Millennium Advisory Services, Inc.)?

Steve C. is listed as Vice President of Compliance and Operations at HUB International - Glen Allen (Formerly Millennium Advisory Services, Inc.).

What is Steve C.'s email address?

AeroLeads has found 1 work email signal at @wealthcarecapital.com for Steve C. at HUB International - Glen Allen (Formerly Millennium Advisory Services, Inc.).

Where is Steve C. based?

Steve C. is based in Greater Richmond Region, United States, United States while working with HUB International - Glen Allen (Formerly Millennium Advisory Services, Inc.).

What companies has Steve C. worked for?

Steve C. has worked for Hub International - Glen Allen (Formerly Millennium Advisory Services, Inc.), Millennium Advisory Services, Cherry Bekaert Wealth Management Llc, Wealthcare Capital Management, and Genworth Financial.

Who are Steve C.'s colleagues at HUB International - Glen Allen (Formerly Millennium Advisory Services, Inc.)?

Steve C.'s colleagues at HUB International - Glen Allen (Formerly Millennium Advisory Services, Inc.) include Jordan Smith, Joann Hicks, Cpa, Cfp®, Michael Camizzi, Patrick Dupont, Cfp®, and Tim Silver, Cfp®.

How can I contact Steve C.?

You can use AeroLeads to view verified contact signals for Steve C. at HUB International - Glen Allen (Formerly Millennium Advisory Services, Inc.), including work email, phone, and LinkedIn data when available.

What schools did Steve C. attend?

Steve C. holds Bachelor Of Business Administration - Bba, Management from Christopher Newport University.

What skills is Steve C. known for?

Steve C. is listed with skills including New Business Development, Call Centers, Portfolio Management, Relationship Management, Retirement Planning, Data Analysis, Leadership, and Risk Management.

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