Steven Schlegel

Steven Schlegel is a seasoned compliance professional with extensive experience in the financial services industry. Currently serving as Chief Compliance Officer and Deputy Chief Compliance Officer at SagePoint Financial since October 2017, Steven previously held the position of Vice President of Field Supervision at SagePoint Financial from January 2009 to October 2017, overseeing a team of 15 supervisors and managing 270+ branch offices. Earlier roles include Regional Manager of Field Supervision at SunAmerica Securities and Vice President and Managing Director at Leesport Wealth Management LLC. Steven began their career as Director of Finance at BFCHI, and holds a Bachelor of Science in Accounting from Penn State University.