Steven Conn

Steven Conn has a diverse work experience in the financial industry. Steven currently holds the position of Vice President, Structured Product Sales at Advisors Asset Management, Inc. Prior to this, they worked at D.A. Davidson Companies, where they served as Senior Vice President, Institutional Sales from November 2013 to April 2020. Their role involved business development, relationship management, and consultative sales for institutional clients.

Before joining D.A. Davidson Companies, Steven worked at Huntington National Bank for over a decade. During their tenure, they held the position of Sr Vice President & Managing Director, Institutional Sales from June 2003 to October 2013. Steven was responsible for business development, relationship management, and cross-functional collaboration to grow and maintain bank clients. Additionally, they served as AVP, Senior Product Manager from February 2001 to June 2003, where they managed commercial sweep products.

Prior to their time at Huntington National Bank, Steven worked at Prudential Financial as a Financial Advisor, building a retail book of business and providing consultative sales to retail clients. Steven also worked at KeyBank as a Private Banking Relationship Manager, where they completed a formal management training program and gained experience in retail management, private banking, and product management. Earlier in their career, Steven worked at Norwest Financial as a Lending Officer, selling mortgage and unsecured loans and handling collections.

Overall, Steven Conn has a strong background in business development, relationship management, sales, and product management within the financial industry.

Steven Conn holds an MBA from the Weatherhead School of Management at Case Western Reserve University, where they pursued a dual major in Marketing and Banking & Finance. Prior to their MBA, they obtained a Bachelor of Science degree in Marketing and General Business from the Farmer School of Business at Miami University. Steven also graduated from Kenston High School in Chagrin Falls, OH. In addition to their educational qualifications, they have obtained certifications such as Series 63, Series 66, and Series 7 from FNRASEC SECURITE CIVILE and FNRA.