Steve McLean

Steve McLean has a diverse work experience in the financial industry. Steve started their career as an intern at Canaccord Genuity Group Inc. in 2011. Steve then worked as a Client Service Representative at MFS Investment Management from October 2013 to May 2015. Following this, they joined Fidelity Investments and held various roles including Equity Trade Support Analyst from May 2015 to January 2017, Production Support Analyst from January 2017 to August 2019, Securities Finance Trader from August 2019 to November 2021, and Account Manager from December 2021 to December 2022. Steve's current role is a Treasury Analyst at Verition Fund Management LLC, which they have been with since January 2023.

Steve McLean completed their Bachelor of Science degree in Finance from the University of Miami between 2009 and 2013. During this time, they also pursued minors in Accounting and Economics. In 2016, they joined the Boston College Carroll School of Management to obtain their Master of Science degree in Finance, which they completed in 2018. Additionally, Steve has obtained certifications including the Series 24, Series 57, Series 63, and Series 7, from the Financial Industry Regulatory Authority (FINRA). No specific months or years were provided for the certification achievements.