Steve Meier

Senior Investment Product Manager @ Osaic

Role
Senior Investment Product Manager at Osaic
Location
Omaha, NE, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

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

  1. Senior Investment Product Manager

    Osaic

    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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Steve Meier — Senior Investment Product Manager at Osaic in Omaha, NE, US | Unifers