Steve Mendo Email & Phone Number
RIA Business Consultant @ Zacks Investment Management
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Steve Mendo Location
- Chicago, IL, US
Steve Mendo Work
- RIA Business Consultant @ (September 2026 - Present)
- Regional Director @ (January 2026 - Present)
- Managing Director at S2K Financial @ (June 2024 - January 2026)
- Index Data Sales Director @ (July 2023 - January 2026)
- Director - RIA @ (October 2019 - July 2023)
- RVP @ (April 2006 - September 2019)
- Sales Manager @ Allstate (October 2004 - March 2006)
- Financial Advisor @ (December 1995 - June 2000)
Steve Mendo Education
- Loyola University Chicago
BS (Finance)
1990-1994 - Loyola University Chicago
Steve Mendo Skills
- Territory Management
- Customer Service
- Networking Strategy
- New Product Rollout
- Account Management
- Communication
- Sales and Marketing
- Business Planning
- Build Strong Relationships
- Presentations
- Presentation Skills
- Consultative Selling
- Audio Conferencing
- Client Relations
- Interpersonal Skills
- Sales Performance
- Management
- Sales Management
- Investment Strategies
- Portfolio Management
- Asset Allocation
- Direct Sales
- Sales Presentations
- Sales
- Alternative Investments
- Investment Management
- Fixed-Income Investing
- Investment Portfolios
- Investment Sales
- Wealth Management
- Investments
- Mutual Funds
- Asset Management
- Series 65
- Series 24
- Series 63
- Series 7
- Investment Advisory
- Relationship Building
- Relationship Development
- ETFs
- Closed-end Funds
- Fixed Income Strategies
- Financial Services
- Sales Processes
- Sales Effectiveness
- Web Series
- Team Building
- Project Management
- Business Development
- Accounting
- Strategic Planning
Steve Mendo Summary
- Steve Mendo, based in Chicago, IL, US, is currently a RIA Business Consultant at Zacks Investment Management. Steve Mendo brings experience from previous roles at LV Distribution LLC, S2K, Morningstar and Transamerica. Steve Mendo holds a 1990 - 1994 BS in Finance @ Loyola University Chicago. With a robust skill set that includes Territory Management, Customer Service, Networking Strategy, New Product Rollout, Account Management and more. Steve Mendo has 1 emails and 2 mobile phone numbers on RocketReach.
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