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Steven Lott
VP Relationship Management @Equiniti
San Francisco, CA, US
EMAILS
s••••••••@equiniti.com
MOBILE NUMBERS
+16•••••••54
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WORK HISTORY
Jan 2023 — Present
VP Relationship Management @Equiniti
CA, US
SKILLS
Business DevelopmentWealth ManagementAccount ManagementAsset AllocationMutual FundsRisk ManagementFixed IncomeBusiness AnalysisSecuritiesSeries 63EquitiesCapital MarketsSeries 7Alternative InvestmentsOptionsFinancial ServicesCrmInsuranceRelationship ManagementFinancial ModelingPortfolio ManagementFinancial AnalysisInvestmentsVendor ManagementAsset Management
ABOUT STEVEN LOTT
Equity Compensation Sales and Management Professional
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