We found the following information about Benjamin C Steele at Lincoln Savings Bank, where this expert has worked as a Senior Business Development Officer since 2018. Benjamin's total work experience is over 16 years, during which time this professional had at least five jobs at different companies to develop skills. Benjamin studied at the University of Georgia - Terry College of Business from 2009 to 2010. Benjamin currently lives in Des Moines, Iowa. You can contact with Benjamin by searching for phone or email address or get additional information by requesting access to the person's further details from us.
Name variants:
Benjamyn Steele,
Benjamen Steele,
Ben Steele,
Bennie Steele,
Benny Steele,
Benjy Steele,
Benjie Steele
Last updated Jul 04, 2024
Contact Information
Workplace
Senior Business Development Officer
Reinbeck, IA
Industry
Financial Services, State Commercial Bank
Colleagues
Work History
Senior Business Development Officer
508 Main St, Reinbeck, IA 50669
from Jun 2018
Senior Relationship Manager, Head of Client Service
1415 28Th St SUITE 200, West Des Moines, IA 50266
May 2013 — Jun 2018
Advanced Markets Consultant
Specialized in complex financial planning and investment consulting while providing comprehensive advanced sales support to nearly 3,000 advisors across the United States from our office in...
Aug 2009 — May 2013
Wmg Financial Consultant Ii
420 Montgomery St, San Francisco, CA 94129
Comprehensive wealth management services in a bank setting.
Apr 2006 — Jul 2009
Investment Consultant and Banker
420 Montgomery St, San Francisco, CA 94129
Retirement planning and investment consulting in conjunction with retail banking and lending
Feb 2002 — Apr 2006
Education
2003 — 2005
1991 — 1995
Occupations
Executive
Business Development Manager
Accountant
Finance and Accounting Specialist
Sales Specialist
Relationship Manager
Operations Manager
Accounting Bookkeeper
Bookkeeper
Account Service Manager
Customer Service
Skills
Investments
Retirement Planning
Financial Advisory
Finance
Portfolio Management
Fixed Income
Series 7
Insurance
Mutual Funds
Wealth Management Services
Iras
Wealth Management
401K
Investment Advisory
Project Management
Rollovers
Tax