Jeff Steffen Email
Regulatory Review Analyst @ U.S. Bank
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Jeff Steffen Location
- Lakeville, MN, US
Jeff Steffen Work
- Regulatory Review Analyst @ (December 2024 - Present)
- Manager - Product Marketing @ (April 2018 - December 2024)
- Data Manager and RFP Specialist @ (December 2016 - April 2018)
- Investment Performance Analyst @ (November 2003 - December 2016)
- Securities Technician @ (November 2003 - May 2006)
- Financial Planning Assistant and Fund Analyst @ WNA Investment Programs (August 2001 - November 2003)
- Financial Planning Assistant and Paraplanner @ American Express Financial Advisors (May 2000 - August 2001)
- Brokerage Service Associate @ American Express Financial Advisors (August 1999 - May 2000)
Jeff Steffen Education
- Minnesota State University, Mankato
Bachelor of Science (B.S.) (Business Administration and Management, General)
Jeff Steffen Skills
- Financial Services
- Analysis
- Financial Risk
- Accounting
- Mutual Funds
- Investments
- Securities
- Financial Planning
- Trading
- Portfolio Management
- Wealth Management
- Asset Management
- Finance
- Equities
Jeff Steffen Summary
- Jeff Steffen, based in Lakeville, MN, US, is currently a Regulatory Review Analyst at U.S. Bank. Jeff Steffen brings experience from previous roles at Ameriprise Financial Services, Inc., Securian Financial and Northern Trust Corporation. Jeff Steffen holds a Bachelor of Science (B.S.) in Business Administration and Management, General @ Minnesota State University, Mankato. With a robust skill set that includes Financial Services, Analysis, Financial Risk, Accounting, Mutual Funds and more. Jeff Steffen has 2 emails on RocketReach.
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