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.
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Sources and Disclosures
1 Baldwin Named one of “20 People Who Will Change Wealth Management in 2020” by the editors at Financial Planning magazine, December, 2019
² T3/Inside Information Survey, Technology and Tools for Today, January 25, 2024, T3/Inside Information Survey, Joel Bruckenstein and Bob Veres, May 2022, sponsored by AssetBook, Holistiplan, Advyzon, Addepar, and Fidelity Investments, T3/Inside Information Advisor Software Survey, Joel Bruckenstein and Bob Veres, March 2021, sponsored by Salesforce, and 2019 Software Survey, Joel Bruckenstein and Bob Veres, January 2019, sponsored by Orion Advisor Services and Morningstar, Inc.
³ Business Intelligence Group Announces the Winners of the 2019 Excellence in Customer Service Awards; Philadelphia, PA, May, 2019
4 50 Most Promising FinTech Solution Providers – 2019, CIOReview, May 2019
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