Neil Menard Email & Phone Number
President, Distribution @ StepStone Private Wealth
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Neil Menard Location
- Orlando, FL, US
Neil Menard Work
- 2019 -now President, Distribution @
- 2015 -2018 President @
- 2014 -2015 SVP, National Sales Manager - RIA @
- 2006 -2014 SVP of Distribution @
- now Managing Director @ SEI Investments
- now Group Rep @
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 Orlando, FL, US, is currently a President, 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 5 emails and 4 mobile phone numbers on RocketReach.
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Michael Huber
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Dean Caruvana
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Bob Long
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