Managing Director of Client Service & Operations
Steve is Director of Operations at Beacon Pointe Advisors. He is responsible for oversight of client services, trading, portfolio administration and reporting. Steve is focused on the firm’s operations strategy and service experience, working to develop and implement workflow processes to enhance Beacon Pointe’s operating efficiency. Prior to joining Beacon Pointe in 2014, Steve spent sixteen years with Charles Schwab, most recently serving as Senior Manager, Sales Operations and Business Support Services. His responsibilities entailed overseeing sales enablement programs, identifying and implementing operational efficiencies and executive business management functions. Previously, he held various management roles at Schwab in client services, business strategy implementation and communications. Steve started his career in client servicing roles at Boston Financial Data Services and Transamerica. Steve attended the University of Missouri, Kansas City and Arizona State University. In his free time, he enjoys surfing, snowboarding, traveling and indulging his culinary curiosity.