Steven Leon

Steven Leon

Wealth Client Relationship Manager
Charlotte, North Carolina, United States

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Work Experience

TIAA

Wealth Client Relationship Manager

2023-05-01 - Present

Wells Fargo

Customer Success Specialist 3

2020-09-01 - 2021-05-01

Miller McNeish & Breedlove, PA

Staff Accountant

2020-01-01 - 2020-04-01

Mondi Group

Market Suport Representative (Release Liner Division)

2017-02-01 - 2019-05-01

B&G Foods

Inventory and Deployment Analyst (Contract)

2016-08-01 - 2017-02-01

Konica Minolta Business Solutions U.S.A., Inc.

Purchasing Analyst (Contract)

2016-05-01 - 2016-07-01

Yext

YSA

2016-03-01 - 2016-05-01

Arthur Schuman Inc.

Inventory Control Coordinator ( Lead)

2014-12-01 - 2016-03-01

Bio Reference Laboratories Inc

Logistics Coordinator

2010-10-01 - 2014-07-01

Skills

financial services finance retirement plans iras mutual funds life insurance 529 college savings plans brokerage services

Languages

English