Steven Kish
Spectrum Wealth Strategies | Georgetown University Alumni
- Role
- Client Service Associate - Wealth Management at Spectrum Wealth Strategies
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
About Steven Kish
I don’t need exterior motivations. The ones inside me are enough.” – Tom Brady I…
Experience
Client Service Associate - Wealth Management
Jun 2024 — Present · Dallas, TX, US
Support high-net-worth clients and advisory teams through portfolio monitoring, investment reporting, and relationship management. Combine data accuracy and client service to drive portfolio oversight and long-term retention.• Analyze and monitor investment portfolios to ensure alignment with target allocations and client objectives.• Prepare and deliver performance reports and insights to financial advisors, enhancing planning and investment decisions.• Identify and implement process improvements that reduced reporting errors and improved operational efficiency by 50%. • Build lasting client relationships through proactive communication and a detail-oriented, service-driven approach.
Education
Capital High School
High School Diploma
2013 — 2017
Georgetown University McDonough School of Business
Master of Science - MS
2022 — 2024
South Puget Sound Community College
Associate of Arts - AA
2017 — 2019
Eastern Washington University
Bachelor of Arts in Business Administration
2020 — 2022
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