Steven Lott

Equity Compensation Sales and Management Professional

Role
VP Relationship Management at Equiniti
Location
San Francisco, CA, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

Experience

  1. VP Relationship Management

    Equiniti

    Jan 2023 — Present · CA, US

Skills

  • Business Development
  • Wealth Management
  • Account Management
  • Asset Allocation
  • Mutual Funds
  • Risk Management
  • Fixed Income
  • Business Analysis
  • Securities
  • Series 63
  • Equities
  • Capital Markets
  • Series 7
  • Alternative Investments
  • Options
  • Financial Services
  • Crm
  • Insurance
  • Relationship Management
  • Financial Modeling
  • Portfolio Management
  • Financial Analysis
  • Investments
  • Vendor Management
  • Asset Management

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Steven Lott — VP Relationship Management at Equiniti in San Francisco, CA, US | Unifers