David Steffensen, CEP, is currently the Vice President Business Service Officer at Morgan Stanley, where they leverage their extensive experience in the financial services industry. Prior to this, they served as a Senior Stock Plan Services Operations Manager at Fidelity Investments from 2005 to 2020. David holds a Bachelor of Arts in Business Economics from Weber State University, where they studied from 1998 to 2005. Their skills include management, employee stock ownership plans, securities regulation, and trading.
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