Steve Bodwin is a financial services professional currently serving as a High Net Worth Flagship Relationship Manager at Vanguard. With extensive experience in building high-performing teams, business development, and portfolio management, they have honed their skills in the brokerage industry since 1996. Previously, Steve worked as a Senior Manager at Charles Schwab, leading a team responsible for $1.5 billion in assets, and served as a Sales Account Manager at Geneva Financial. They hold a BS in Business Administration from Cardinal Stritch University and are pursuing further education in Asset Management at the College for Financial Planning.
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