Neil Menard is a high-level professional, who works in Conversus, A Stepstone Company main office of which is in 779. as a President, Distribution since 2019. This person has earned professional experience in more than seven positions at different companies. Neil Menard went to the Colby College and received education from 1985 to 1989. Orlando, Florida is the city, where this professional was known to live. The person's e-mail and phone can be accessed through this website by request.
Name variants:
Neal Menard,
Cornelius Menard,
Edward Menard
Last updated Jun 11, 2024
Contact Information
Last Update
Jul 14, 2022
Email
ne**@steben.com, ne**@cnl.com
Location
Orlando, FL
Company
Conversus, A Stepstone Company
Workplace
President, Distribution
Work History
President, Distribution
1422 south Tryon St SUITE 300, Charlotte, NC 28206
from Jul 2019
Svp, National Sales Manager - Ria
201 Rouse Blvd, Philadelphia, PA
Apr 2014 — Sep 2015
Senior Vice President of Distribution
9711 Washingtonian Blvd SUITE 400, Gaithersburg, MD 20878
Jun 2006 — Apr 2014
President, Secretary, Vice President
9711 Washingtonian Blvd SUITE 400, Gaithersburg, MD 20878
Education
1985 — 1989
Occupations
Executive
Chairperson
Accountant
Finance and Accounting Specialist
Chief Executive
Accounting Bookkeeper
Bookkeeper
Skills
Series 7
Mutual Funds
Investments
Series 63
Asset Allocation
Asset Management
Investment Strategies
Hedge Funds
Financial Services
Wealth Management
Finra
Securities
Investment Management
Financial Markets
Portfolio Management
Investment Advisory
Series 24
Capital Markets
Etfs
Relationship Management
Retirement
Equities
Financial Analysis
Financial Advisory
Series 65
Separately Managed Accounts
Alternative Investments