Steve Steiner Email & Phone Number
Chief Operating Officer and Head of Clearing
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Steve Steiner Location
- Maple Plain, MN, US
Steve Steiner Work
- 2026 - now Chief Operating Officer and Head of Clearing @ U.S. Bancorp Advisors
- 2017 - 2026 Chief Operating Officer and Head of Clearing @
- 2014 - 2017 Director - Capital Markets Operations @
- 2013 - 2014 Director of Clearing @ Ameriprise Financial Services, Inc
- 2012 - 2013 SVP - Brokerage Operations - Project Management @
- 2011 - 2012 Senior Vice President, Senior Operations Manager @
- 2005 - 2010 Vice President, Senior Operations Manager @ Wells Fargo Investments
- 2001 - 2005 Vice President, Senior Operations Manager @ Wells Fargo Investments
- 1998 - 2001 Vice President, Operations Manager @ Dain Rauscher, Inc
- 1996 - 1998 Assistant Vice President, Operations Manager @ Piper Jaffray, Inc
Steve Steiner Education
- The Wharton School
Securities Industry Institute (Investments and Securities)
2008 - 2011 - University of St. Thomas
- University of Minnesota
Steve Steiner Skills
- Risk Management
- Process Improvement
- Operations Management
- Series 7
- Financial Services
- Finance
- Financial Analysis
- Business Process Improvement
- FINRA
- Investments
- Employee Management
- Banking
- Mutual Funds
- Securities
- Analytics
- Leadership
- Portfolio Management
- Asset Management
- Management
- Change Management
- Equities
- Strategy
- Financial Risk
- Credit
- Retirement Planning
- Trading
- Wealth Management
- Business Analysis
- Business Development
- Series 9
- Series 24
- Series 27
- Series 63
- Acting
- Capital Markets
- Operations
- Design
- Middle Office
- User Experience
- Information Architecture
- Digital Marketing
- Wireframes
- WordPress
- Axure
- Wireframing
- User Experience Design
- Online Advertising
- Google Analytics
- Marketing Research
- Interaction Design
- Rapid Prototyping
- Web Design
- Sketch App
- Adobe Creative Suite
- Photoshop
- Microsoft Office
- Mentoring
- Social Media
- Customer Experience
- Responsive Web Design
- Mobile Design
- Content Strategy
- Site Maps
- Competitive Analysis
- Usability Testing
- Collaborative Problem Solving
- Agile and Waterfall Methodologies
- Lean Principles
- Lean UX
- Heuristic Evaluation
- Gap Analysis
- User Flows
- Current State Assessment
- InDesign
- Illustrator
- Microsoft Excel
- Microsoft PowerPoint
- Microsoft Word
- Public Speaking
- Design Thinking
- Design Systems
- OmniGraffle
- Google Drive
- Sales Process
- Website Development
- SEM
- Social Networking
Steve Steiner Summary
- Steve Steiner, based in Maple Plain, MN, US, is currently a Chief Operating Officer and Head of Clearing at U.S. Bancorp Advisors. Steve Steiner brings experience from previous roles at U.S. Bancorp Investments, Inc., Wells Fargo Securities, Ameriprise Financial Services, Inc and Wells Fargo Advisors. Steve Steiner holds a 2008 - 2011 Securities Industry Institute in Investments and Securities @ The Wharton School. With a robust skill set that includes Risk Management, Process Improvement, Operations Management, Series 7, Financial Services and more. Steve Steiner has 3 emails and 3 mobile phone numbers on RocketReach.
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