Jennifer Fiumano

Senior Vice President, Head of Advisor Transitions @Steward Partners

Columbus, OH, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Aug 2023 — Present

Senior Vice President, Head of Advisor Transitions @Steward Partners

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Steward Partners Global Advisory is an employee-owned, full-service partnership, catering to family, institutional and multigenerational investors. Our financial advisors deliver comprehensive wealth planning and investment strategy implementation, professional asset services, private banking, institutional consulting, international advisory and business solutions. We pride ourselves on delivering bespoke service with an unwavering commitment to excellence.Securities services are offered through Steward Partners Investment Solutions, LLC (SPIS), registered broker/dealer, Member FINRA/SIPC. Investment advisory services Offered through Steward Partners Investment Advisory (SPIA), registered investment advisory. SPIS and SPIA are affiliates of Steward Partners Global Advisory, LLC.For important disclosure information, please see \"Disclosures\" page on our

SKILLS

InvestmentsTrainingManagementFinancial ServicesMutual FundsRisk ManagementRecruitingSeries 63SecuritiesBudgetsFinanceFinancial AnalysisSeries 7LeadershipWealth Management

ABOUT JENNIFER FIUMANO

Seasoned management professional with vast knowledge of the financial services industry…

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