Primary Job Title Chief Business Officer Primary Organization OncoSenX
Location Seattle, Washington, United States Regions Greater Seattle Area, West Coast, Western US Gender Male
LinkedIn View on LinkedIn
Steve offers a depth of experience in serving the financial needs of wealthy individuals and families. He supports a number of the firm's Wealth Management and Business Advisory relationships, while developing new opportunities to assist business owners and high net worth individuals in achieving their life's goals. Steve also serves a
pivotal role in a number of the firm's strategic endeavors, including marketing, messaging, process and client service culture.
Steve has more than 11 years of experience in the wealth management business, having served as Vice President within Private Wealth Management at J.P. Morgan Chase. While in this role he led customer segmentation analyses, developed non-profit marketing campaigns, and implemented cross-referral strategies within various lines of business.
Steve also served as Vice President and Financial Consultant for Charles Schwab & Co, where he was a lead consultant during his entire tenure. He also served in strategic roles in the areas of marketing, training, technology adoption and compensation structure.
