Mgr., Retirement Consulting Services - Retirement Consulting Services
Steve began working at Commonwealth in April 2003 as a transfer of assets analyst. In his current role as manager of retirement consulting services, Steve manages all department workflows and oversees the IRA consultants. In addition, he is responsible for the execution of and strategy behind the department’s policies and procedures, as well as for the continuous enhancement of workflows and overall service delivery. Previously, Steve supervised Retirement Operations personnel and managed associated product and service delivery. He graduated from the University of Massachusetts Amherst with a degree in history and holds FINRA Series 7, 24, and 66 securities registrations, along with his AIF® and CRPS® designations. In his spare time, Steve enjoys spending time with his wife and five children and is an active call/volunteer firefighter in his hometown.