Steve Bell
Chief Financial and Operating Officer @Susan Bell & Associates
Menlo Park, CA, US
EMAILS
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WORK HISTORY
Jan 2022 — Present
Chief Financial and Operating Officer @Susan Bell & Associates
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Menlo Park, CA, US
Oversee financial, operations, risk and legal areas of the business
EDUCATION
1983 — 1986
University of Chicago
Master of Business Administration (MBA), Finance, General
1978 — 1982
Duke University
AB, Economics
SKILLS
General Management and LeadershipManagementLeadership DevelopmentLeadershipWealth ManagementEstate PlanningPrivate BankingCommercial BankingStrategic LeadershipTrustsWealth Management ServicesHigh Net Worth IndividualsInvestment AdvisoryAsset AllocationBankingFinancial AdvisoryFinancial PlanningBondsStrategic Financial PlanningFinance
ABOUT STEVE BELL
I served in various leadership roles for Northern Trust over a 36 year career. When I…
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