Steven Lott Email & Phone Number
VP Relationship Management @ Equiniti
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Steven Lott Location
- San Francisco, CA, US
Steven Lott Work
- 2023 -now VP Relationship Management @
- 2017 -2022 Global Equity Practice Director @
- 2014 -2019 Practice Director @
- 2010 -2014 AVP, Client Management @
- 2008 -2010 AVP Client Management @
Steven Lott Skills
- Business Analysis
- Mutual Funds
- Equities
- Series 7
- Relationship Management
- Series 63
- Financial Services
- Financial Analysis
- Business Development
- Options
- Investments
- Financial Modeling
- Portfolio Management
- Wealth Management
- Alternative Investments
- Vendor Management
- Risk Management
- Asset Allocation
- CRM
- Capital Markets
- Securities
- Account Management
- Asset Management
- Fixed Income
- Insurance
- Decision-Making
- Leadership
- Management
- Sales
- Project Management
- Customer Service
- Decision Making
Steven Lott Summary
- Steven Lott, based in San Francisco, CA, US, is currently a VP Relationship Management at Equiniti. Steven Lott brings experience from previous roles at RGP, Accretive Solutions, Morgan Stanley Smith Barney and Global Shares. With a robust skill set that includes Business Analysis, Mutual Funds, Equities, Series 7, Relationship Management and more. Steven Lott has 1 emails and 2 mobile phone numbers on RocketReach.
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