Temporary Worker - Strategic Retirement Solutions
Steve performs a number of administrative duties related to the Retirement Plan Consulting Program, including processing all versions of the RPCA, Change Amendments, and Addendums in a timely fashion. Where agreements have not been received in good order, Steve communicates with the advisor to help them amend their issue. Prior to Steve's moving to a part-time role, he served as a manager for the Strategic Retirement Solutions team, managing all department workflow and overseeing the execution of and strategy behind the department's policies and procedures. Prior to that, Steve supervised Retirement Operations personnel and managed associated product and service delivery. He graduated from the University of Massachusetts Amherst and holds FINRA Series 7, 24, and 66 securities registrations, along with his AIF® and CRPS® designations. Steve enjoys spending time with his wife and five children and is an active call Firefighter in his hometown.