Steve Sundquist's Location
Fort Collins, CO, US
Steve Sundquist's Work
- Manager - Technology and Product Support @ Shareholders Service Group
- Business Process Manager @ TD Ameritrade
- Manager and Vice President: Operations @ TD
- Retirement Plan Specialist @ Jack White & Co.
- Retirement Plan Specialist @ T. Rowe Price
Steve Sundquist's Education
- California State University-Long Beach - College of Business
Bachelor's Degree (Business Administration: Financial Management and Investments)
1987 - 1992
Steve Sundquist's Skills
- Financial Services
- Retirement Planning
- Financial Advisory
- Mutual Funds
- Process Improvement
- Business Process Improvement
- Business Process Automation
- Business Process Design
- Business Decision Making
- Operations Management
Steve Sundquist's Summary
Steve Sundquist, based in Fort Collins, CO, US, is currently a Manager - Technology and Product Support at Shareholders Service Group, Inc, bringing experience from previous roles at TD Ameritrade Institutional, TD Waterhouse Institutional, Jack White & Co. and T. Rowe Price. Steve Sundquist holds a 1987 - 1992 Bachelor's Degree in Business Administration: Financial Management and Investments @ California State University-Long Beach - College of Business. With a robust skill set that includes Financial Services, Retirement Planning, Financial Advisory, Mutual Funds, Process Improvement and more, Steve Sundquist contributes valuable insights to the industry. Steve Sundquist has 2 emails on RocketReach.
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