Laurel Steward

President || Radio Co-Host

Role
President at Mattson Financial Services, Llc
Location
Grand Rapids, MI, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Laurel Steward

Experienced Chief Compliance Officer and Director of Operations with a demonstrated history of working in the financial services industry. Series 65 and Life, Accident and Health licensed. Investment Advisor Representative. Partner of Mattson Financial Services, LLC. Co-host of Money Mentors radio show on WOOD 106.9FM and 1300AM on Saturdays at 10AM and Sundays at 11AM. As seen on WOOD TV8’s eightWest program, Fox 17\'s Morning Mix, and WZZM13’s My West Michigan. Mattson Financial is a holistic financial planning firm assisting clients get to and thrive through retirement. Skilled in Compliance, New Business, Client Services, Sales, Event Planning, HR Management, Marketing, Team Building, Microsoft Office, Social Media, and CRM Applications. Strong operations professional with a Bachelor of Business Administration (B.B.A.) focused in Business Management from Saginaw Valley State University.

Experience

  1. President

    Mattson Financial Services, Llc

    Mar 2024 — Present · Grand Rapids, MI, US

Education

  • Saginaw Valley State University

    Bachelor's Degree in Spanish and Bachelor of Business Administration (B.B.A.), Business Management

    2009 — 2014

  • Saginaw Valley State University - College of Business and Management

    Business Management

    2009 — 2014

Skills

  • Marketing
  • Baking
  • Inventory Management
  • Process Scheduler
  • Time Management
  • Spanish
  • Public Speaking
  • Data Analysis
  • Microsoft Office
  • Sales
  • Team Building
  • Management
  • Event Planning
  • Fundraising
  • Event Management
  • Telephone Skills
  • Training
  • Social Networking
  • Social Media
  • Microsoft Word
  • Strategic Planning
  • Customer Service
  • Microsoft Excel
  • Powerpoint

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Laurel Steward — President at Mattson Financial Services, Llc in Grand Rapids, MI, US | Unifers