Steve Romero Email & Phone Number
Director of Customer Experience @ FYIsoft, Inc.
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Steve Romero Location
- United States
Steve Romero Work
- Director of Customer Experience @ (April 2025 - Present)
- Senior Customer Success Engineer @ (February 2024 - April 2025)
- Senior Functional Consultant @ (December 2016 - January 2024)
- Owner @ (September 2002 - December 2019)
- Financial Consultant @ (June 2014 - November 2019)
- Financial Advisor @ (January 2006 - January 2011)
- Partner @ Innovative Financial Partners (March 2003 - September 2005)
- Registered Representative @ New England Financial (January 2001 - January 2003)
- DBA @ (January 2000 - January 2001)
- Partner @ R&V Tax Planning & Accounting (January 1994 - January 2001)
- Quality Assurance and DBA @ FRx Software (January 1996 - January 2000)
- Marketing and Accounting @ (January 1995 - January 1996)
- IT Department @ (January 1993 - January 1995)
Steve Romero Education
- Colorado State University
Bachelor of Science (B.S.) (Accounting and Finance)
1989-1993
Steve Romero Skills
- 401(k) Retirement Savings Plans
- Account Management
- Accounting
- Analytical Skills
- Business Analysis
- Churn Management
- Consulting
- Cross-functional Team Leadership
- Customer Experience
- Customer Relationship Management (CRM)
- Customer Retention
- Customer Success
- Data Analysis
- Database Administration
- Databases
- Director level
- Disability Insurance
- ERP Implementations
- Employee Benefits
- Employee Training
- Escalation Resolution
- Estate Planning
- Finance
- Finance Consulting
- Financial Accounting
- Financial Analysis
- Financial Planning
- Financial Services
- Financial Statement Analysis
- IT Consulting
- Information Technology
- Investments
- Life Insurance
- Management
- Operational Strategy
- Operations Management
- Portfolio Management
- Professional Services
- Project Management
- Project Planning
- Quality Assurance
- Requirements Analysis
- Requirements Gathering
- Retirement
- Retirement Planning
- Sales
- Sales Management
- Software Implementation
- Software Project Management
- Software as a Service (SaaS)
- Statements of Work (SOW)
- Strategic Consulting
- Strategic Financial Planning
- Strategic Planning
- Strategy Implementation
- Successful Business Owner
- Support Management
- Team Management
- Training
- Training & Development
Steve Romero Summary
- Steve Romero, based in United States, is currently a Director of Customer Experience at FYIsoft, Inc.. Steve Romero brings experience from previous roles at Solver, Maxim Capital, LLC and Sterne Agee. Steve Romero holds a 1989 - 1993 Bachelor of Science (B.S.) in Accounting and Finance @ Colorado State University. With a robust skill set that includes 401(k) Retirement Savings Plans, Account Management, Accounting, Analytical Skills, Business Analysis and more. Steve Romero has 1 mobile phone numbers on RocketReach.
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