Steven leads TradePMR's trading team, which is responsible for assisting RIAs in all trading functions in the Fusion platform. His team works directly with advisors to support order entry, model rebalances, trade error corrections, and all other trade-related requests. Steven is also accountable for TradePMR's annuities department. Steven joined TradePMR as an intern in 2015 and has served as an associate in the Cashiering and Trading departments. Most recently, Steven worked as a Business Operations Analyst focusing on streamlining the Operations department's day-to-day workflows and further developing TradePMR's vendor relationships.
Steven has also served in the Florida Army National Guard since 2012, where he currently holds a position as an Engineer Officer. He has earned numerous security licenses, including a Series 99, 7, 4, 24, 52, 53 and his Life, Health, and Variable Annuity License. He is based out of TradePMR's Tampa office and lives in Palm Harbor, Florida, where he lives with his wife, Emily.