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Steve Meier

Senior Investment Product Manager @Osaic

Omaha, NE, US
EMAILS
s••••••••@osaic.com
MOBILE NUMBERS
+14•••••••97

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WORK HISTORY

Jul 2016 — Present

Senior Investment Product Manager @Osaic

Manage product shelf for mutual funds, ETFs, and structured products. Maintain product database used in downstream applications and third party vendor management relationships. Effectively communicate with investment firms and Financial Professionals to ensure product availability meets client need.

EDUCATION

2003 — 2007

University of Nebraska at Kearney

Business Administration, Finance

N/A

University of Nebraska at Kearney

Bachelor of Science, Finance, General

2004 — 2007

University of Nebraska at Kearney

Bachelor of Business Administration (BBA), Finance, General

SKILLS

Financial ServicesSeries 6Series 24Wealth ManagementAnalysisRetirementSeries 63Series 7Life InsuranceMutual FundsSeries 65Customer ServiceSalesInvestmentsUniform Combined State LawEquitiesTradingRetirement Planning

ABOUT STEVE MEIER

Experienced Product Management Consultant with a demonstrated history of working in the financial services industry. Strong product management professional skilled in Analytical Skills, Sales, Equities, Mutual Funds, Insurance Products, Structured Products, Relationship Management & Vendor Management.

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