Steve Meier
Senior Investment Product Manager @ Osaic
- Role
- Senior Investment Product Manager at Osaic
- Location
- Omaha, NE, US
- LinkedIn followers
- 500 followers
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.
Experience
Senior Investment Product Manager
Jul 2016 — Present
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
University of Nebraska at Kearney
Business Administration, Finance
2003 — 2007
University of Nebraska at Kearney
Bachelor of Science, Finance, General
University of Nebraska at Kearney
Bachelor of Business Administration (BBA), Finance, General
2004 — 2007
Skills
- Financial Services
- Series 6
- Series 24
- Wealth Management
- Analysis
- Retirement
- Series 63
- Series 7
- Life Insurance
- Mutual Funds
- Series 65
- Customer Service
- Sales
- Investments
- Uniform Combined State Law
- Equities
- Trading
- Retirement Planning
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