Steve McCoy Email & Phone Number
Corporate Vice President @ New York Life
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Steve McCoy Location
- San Antonio, TX, US
Steve McCoy Work
- Corporate Vice President @ (March 2023 - Present)
- Owner, Ellie Mental Health Clinic @ (April 2022 - Present)
- Assistant Vice President, CX Strategy and Operations @ (January 2017 - March 2022)
- Assistant Vice President, Product Line Leader @ (September 2014 - December 2016)
- Vice President, Contact Center Management @ (April 2012 - August 2014)
- Assistant Vice President, Member Delivery and Partnerships @ (April 2012 - April 2013)
- Assistant Vice President, USAA Specialized Member Services @ (July 2008 - April 2012)
- Assistant Vice President @ (April 2007 - July 2008)
- Executive Director, Financial Planning Services @ (April 2006 - April 2007)
- Director, Financial Planning Services @ (June 2005 - April 2006)
- Various Positions @ (January 2000 - June 2005)
Steve McCoy Education
- Colorado State University
M.S. (Ag. and Resource Economics)
- The University of Texas at San Antonio
MBA (Business)
2011 - New England College
B.S. (International Administration)
- Purdue University
PhD Work (Ag. Economics)
Steve McCoy Skills
- Wealth Management
- Strategic Financial Planning
- Insurance
- Investments
- Series 7
- Process Improvement
- Strategic Planning
- Financial Services
- Portfolio Management
- Series 24
- Call Center
- Mutual Funds
- Risk Management
- Retirement Planning
- Banking
- FINRA
- Leadership
- Fixed Annuities
- Change Management
- Retirement
- Financial Planning
- Business Process Improvement
- Call Centers
- Financial Advisory
- Contract Negotiation
- Strategy
- Outsourcing
- Strategic Leadership
Steve McCoy Summary
- Steve McCoy, based in San Antonio, TX, US, is currently a Corporate Vice President at New York Life Insurance Company. Steve McCoy brings experience from previous roles at Ellie Mental Health and USAA. Steve McCoy holds a M.S. in Ag. and Resource Economics @ Colorado State University. With a robust skill set that includes Wealth Management, Strategic Financial Planning, Insurance, Investments, Series 7 and more. Steve McCoy has 2 emails and 1 mobile phone numbers on RocketReach.
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