Steven Holt

Steven Holt is an experienced professional in client services and auditing with a solid track record in team leadership and operational compliance. Currently serving as a Team Lead at Vanguard since June 2017, Steven mentors licensed representatives to deliver exceptional customer service while effectively resolving escalated client issues. Previous roles at Vanguard include Support Lead and Client Case Representative, focusing on onboarding clients and ensuring compliance with regulatory standards. Prior experience includes a Senior Auditor role at U-Haul International, providing oversight and training, as well as conducting operational audits to enhance internal controls. Steven holds educational credentials from Northern Arizona University and SUNY Orange.