Steve Bodwin is a high-skilled expert, who works in Vanguard main office of which is in 35. as a High Net Worth Flagship Relationship Manager since 2011. This expert has earned professional experience in more than five positions at different companies. Steve Bodwin went to the Cardinal Stritch University and got education from 1993 to 1996. This person has the following professional qualifications: FINRA Licensed Series 7,9,10,63,66, Licensed Private Pilot, and Finra Licensed Series 7,9,10,63,66. Phoenix, Arizona is the city, where this expert was known to live. This expert's e-mail and phone can be easily accessed through SoftwareOfficial by request.
Name variants:
Stephen Bodwin
Last updated Jun 10, 2024
Contact Information
Last Update
Feb 1, 2016
Email
st**@vanguard.com, sb**@gmail.com
Location
Phoenix, AZ
Company
Workplace
Colleagues
Work History
Board Member
Advise Board on marketing strategies
Identify and develop strategic alliances
Apr 2009 — Feb 2011
Regional V.P.
Responsible for developing mutual fund sales across multi-state region. Assisted Financial Advisers by offering sales strategies, product training and partnering in client presentations. Co...
Feb 2007 — Apr 2008
Sr. Manager
Lead and manage a team of 10 Registered Investment Advisors and 5 Associate Portfolio Consultants with a combined $1.5 Billion Assets under Management. Coach and develop representatives with...
Nov 1996 — Apr 2009
Education
Occupations
Sales Specialist
Relationship Manager
Accountant
Finance and Accounting Specialist
Sales Account Manager
Counselor
Account Service Manager
Customer Service
Accounting Bookkeeper
Bookkeeper
Sales Executive
Sales Manager
Advisor
Skills
Portfolio Management
Series 7
CRM
Mergers
Forecasting
Strategic Financial Planning
Mutual Funds
Retirement Plan Consulting
Valuation
Investments
Financial Services
Asset Management
Leadership
Business Development
Finance
Management
Crm
Financial Advisory
Sales
Wealth Management
Financial Planning
FAQs about Steve Bodwin
What's the profession of Steve Bodwin?
This professional's job is High Net Worth Flagship Relationship Manager
What are the main profession of This expert?
These person's professions are Sales Specialist and Relationship Manager
Where does Steve Bodwin live?
Phoenix, Arizona is the place where Steve Bodwin currently lives
Does Steve Bodwin have the email address?
st**@vanguard.com and sb**@gmail.com is Steve's email address.
Where did Steve Bodwin work?
The professional worked at Vanguard, Triad Wealth Consultants.
Where has Steve Bodwin studied?
Steve studied at the Cardinal Stritch University from 1993 to 1996.
Are there any professional certifications, that Steve Bodwin has?
This expert received the following certifications: FINRA Licensed Series 7,9,10,63,66, Licensed Private Pilot, Finra Licensed Series 7,9,10,63,66, and Licensed Private Pilot.
Are there any special awards, that Steve Bodwin ever received?
This person received awards and these awards are: U.S. Air Force Leadership School Graduate.