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
- 2023 -now Corporate Vice President @
- 2022 -now Owner, Ellie Mental Health Clinic @
- 2017 -2022 Assistant Vice President, CX Strategy and Operations @
- 2014 -2016 Assistant Vice President, Product Line Leader @
- 2012 -2014 Vice President, Contact Center Management @
- 2012 -2013 Assistant Vice President, Member Delivery and Partnerships @
- 2008 -2012 Assistant Vice President, USAA Specialized Member Services @
- 2007 -2008 Assistant Vice President @
- 2006 -2007 Executive Director, Financial Planning Services @
- 2005 -2006 Director, Financial Planning Services @
- 2000 -2005 Various Positions @
Steve McCoy Education
- The University of Texas at San Antonio
MBA (Business)
-
B.S. (International Administration)
-
M.S. (Ag. and Resource Economics)
-
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 MBA in Business @ The University of Texas at San Antonio. With a robust skill set that includes Wealth Management, Strategic Financial Planning, Insurance, Investments, Series 7 and more. Steve McCoy has 1 emails and 1 mobile phone numbers on RocketReach.
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