Steven Lott Email & Phone Number
VP Relationship Management @ Equiniti
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Steven Lott Location
- San Francisco, CA, US
Steven Lott Work
- VP Relationship Management @ (January 2023 - Present)
- Director @ (June 2022 - January 2023)
- Global Equity Practice Director @ (December 2019 - March 2022)
- Practice Director @ (April 2014 - March 2019)
- AVP, Client Management @ (August 2010 - April 2014)
- AVP Client Management @ (January 2008 - January 2010)
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 Infinite Equity, RGP, Accretive Solutions and Morgan Stanley Smith Barney. 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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