Steven Poor Email & Phone Number
Senior Risk Surveillance Manager @ RBC Wealth Management
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Steven Poor Location
- Kansas City, MO, US
Steven Poor Work
- 2026 -now Senior Risk Surveillance Manager @
- 2021 -now Vice President - Risk Surveillance Manager @
- 2017 -2021 Vice President - Administrative Complex Manager @
- 2014 -2017 Vice President - Administrative Manager @
- 2005 -2014 Vice President - Client Relationship Manager @
- 2004 -2005 Service Manager @
- 1998 -2004 Supervisor @
Steven Poor Education
- Texas A&M University School of Law
Master's degree (Risk and Compliance / Wealth Management)
- Regis University
Bachelor of Science - BS (Business Administration)
Steven Poor Skills
- Series 7
- Series 63
- Mutual Funds
- Wealth Management
- Uniform Combined State Law
- Securities
- Financial Services
- Investments
- Retirement
- Alternative Investments
- Retirement Planning
- Asset Allocation
- 401k
- Team Management
- Banking
- Risk Management
- Investment Advisory
- Options
- CRM
- Strategy
Steven Poor Summary
- Steven Poor, based in Kansas City, MO, US, is currently a Senior Risk Surveillance Manager at RBC Wealth Management. Steven Poor brings experience from previous roles at RBC Wealth Management and Merrill Lynch. Steven Poor holds a Master's degree in Risk and Compliance / Wealth Management @ Texas A&M University School of Law. With a robust skill set that includes Series 7, Series 63, Mutual Funds, Wealth Management, Uniform Combined State Law and more. Steven Poor has 3 emails and 1 mobile phone numbers on RocketReach.
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Others Named Steven Poor
Steven Poor
Senior Risk Surveillance Manager
Kansas City, MO, US
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