Owner and Photographer @ Steve O'Donnell Photography (February 2013 - Present)
Compliance Principal @ (March 2025 - October 2026)
Sr. Compliance Analyst @ (November 2022 - March 2025)
Operation Risk Specialist @ (October 2021 - November 2022)
Licensing Coordinator @ Mutual of Omaha Investor Services (January 2019 - October 2021)
Mutual Fund Specialist @ COR Clearing LLC (June 2016 - January 2019)
Client Service Manager @ (July 2014 - June 2016)
Internal Auditor @ (May 2010 - July 2014)
Rep Relations Specialist @ (June 2007 - May 2010)
New Account Operations @ (January 2005 - June 2007)
Assistant Branch Manager @ (January 2004 - January 2005)
Steve O'Donnell Skills
Banking
Broker-Dealer Operations
Customer Service
Equities
Financial Advisory
Financial Services
Mutual Funds
Securities
FINRA
Retail Category Management
Financial Risk
Risk Management
Finance
Investment Advisory
Loss Prevention
Retail Category
AML
Steve O'Donnell Summary
Steve O'Donnell, based in Omaha, NE, US, is currently a Director, Compliance Officer at Concurrent. Steve O'Donnell brings experience from previous roles at Steve O'Donnell Photography, Spire Investment Partners, LLC. and Axos® Clearing, A Subsidiary of Axos Financial. With a robust skill set that includes Banking, Broker-Dealer Operations, Customer Service, Equities, Financial Advisory and more. Steve O'Donnell has 2 emails and 1 mobile phone numbers on RocketReach.
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