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Experience:
• Served as Executive Vice-President of ING, where
he was responsible for the strategic
direction and
management of Strategic Relationships in
the U.S.
• Prior to the purchase of Aetna Financial Services
(AFS) by ING, Steve was a member of senior
management and President of the Financial
Intermediary Group where he was responsible
for
all business aspects of individual products
distributed
through over 40,000 representatives. He was
also
on AFS’s investment management committee.
• Served Aetna as head of U.S. sales where he led a
team of over 1,200 individuals who provided
investment and retirement products to over
42,000
employers in the private and public
markets.
• Was President of Aetna Investment Service (AISI),
a NYSE broker dealer firm with over 600
registered
representatives.
• Served on the Board of Financial Network
Investment Corporation, a broker dealer
firm with in
excess of 2,500 representatives.
Education:
• Received a Bachelor's of Science from Malone
College with a focus in Accounting and
Business.
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Interests:
• Member of the AICPA , and has served on
its
Advisory council, and the Ohio Society of
CPA’s,
where he has served as an Executive Vice
President and now serves on its Strategic
Planning
Committee.
• Member
of the American Society Pension
Professionals and Actuaries.
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