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New York Regional Recruiters
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Senior Regional Director
Steve leverages his extensive industry experience to deliver positive and efficient results to financial advisors seeking to maximize their potential. As a Senior Regional Director, Steve works with prospective advisors investigating an affiliation with Securities America, current Securities America advisors looking to enhance their client experience and Securities America OSJs looking to broaden their advisor recruitment efforts.
Steve holds the Series 7, 24 and 63 industry licenses along with a BS-Marketing degree from Fairfield University.
Check the background of this investment professional on FINRA’s BrokerCheck.
Financial Institutions Recruiters
Regional Director, Branch Office Development and Financial Institutions
States Covered: Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware District of Columbia Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming
Zach joined Securities America in October of 2013 after serving as Business Manager at a pharmaceutical marketing organization. Zach is responsible for the day to day operations of the Financial Institutions division, as well as analyzing, coordinating and implementing acquisition efforts across Securities America. Zach graduated with a Bachelor of Science in Finance; financial analysis from Creighton University, and currently holds the Series 7 securities industry license.