Neil Menard Email & Phone Number
Partner, Global Distribution @ StepStone Private Wealth
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Neil Menard Location
- United States
Neil Menard Work
- Partner, Global Distribution @ (July 2019 - Present)
- President @ (November 2015 - March 2018)
- SVP, National Sales Manager - RIA @ (April 2014 - September 2015)
- SVP of Distribution @ (June 2006 - April 2014)
- Managing Director @ SEI Investments (January 1997 - January 2004)
- Group Rep @ (January 1990 - January 1993)
Neil Menard Education
- Colby College 1985-1989
- Lawrence Academy
Neil Menard Skills
- Series 7
- Mutual Funds
- Investments
- Series 63
- Asset Allocation
- Asset Management
- Investment Strategies
- Hedge Funds
- Financial Services
- Wealth Management
- FINRA
- Securities
- Investment Management
- Financial Markets
- Portfolio Management
- Investment Advisory
- Series 24
- Capital Markets
- ETFs
- Relationship Management
- Retirement
- Equities
- Financial Analysis
- Financial Advisory
- Series 65
- Separately Managed Accounts
- Alternative Investments
- Public Speaking
- Account Management
- Logistics
- Management
Neil Menard Summary
- Neil Menard, based in United States, is currently a Partner, Global Distribution at StepStone Private Wealth. Neil Menard brings experience from previous roles at CNL Securities, Franklin Square Capital Partners, Steben & Company, Inc. and SEI Investments. Neil Menard holds a 1985 - 1989 Colby College. With a robust skill set that includes Series 7, Mutual Funds, Investments, Series 63, Asset Allocation and more. Neil Menard has 3 emails and 4 mobile phone numbers on RocketReach.
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