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Mark Duane Steffe
Directeur Général chez
First Command Advisory Services, Inc.
Profil
Mr. Mark D.
Steffe is a President & Chief Executive Officer at First Command Financial Services, Inc., a President & Chief Executive Officer at First Command LIC and a President & Chief Executive Officer at First Command Advisory Services, Inc. He is on the Board of Directors at First Command Financial Planning Inc.
He joined First Command as a Senior Vice President and Chief of Staff of Advisor Operations in 2010 and has since played an integral role in evolving the client experience in a digital world.
At the same time, he has protected the integrity of the face-to-face coaching that is central to the First Command philosophy.
Throughout his subsequent roles as Senior Vice President and Director of Advisor Operations for the Midwest Division and Executive Vice President and National Director of Advisor Operations, he helped build strong, collaborative relationships between Advisors and the Home Office.
He received his undergraduate degree from the University of Illinois.
Postes actifs de Mark Duane Steffe
| Sociétés | Poste | Début |
|---|---|---|
First Command Advisory Services, Inc.
 First Command Advisory Services, Inc. Investment ManagersFinance FCAS seeks to create opportunities for rewards while managing risk and minimize management and administrative costs. Their Investment Management Team (IMT) conducts the firm’s due diligence on investment products offered to their clients and manages the day-to-day decisions for the model portfolios in the AMS program. The IMT is required to follow a disciplined approach in researching current and potential investments. The firm is biased toward managers who select investments based on fundamental analysis of underlying business characteristics, comprehensive review of financial statements, and prudent consideration of risks including security valuation. | Directeur Général | 01/01/2020 |
First Command Financial Services, Inc.
 First Command Financial Services, Inc. Investment ManagersFinance FCFS takes a personalized approach to developing an asset management strategy by selecting investment portfolios that closely match client goals, tolerance for risk, and expectation for returns. | Directeur Général | 01/01/2020 |
First Command LIC (Investment Portfolio)
 First Command LIC (Investment Portfolio) Investment ManagersFinance First Command-IP takes a personalized approach to developing an asset management strategy by selecting investment portfolios that closely match client’s goals, tolerance for risk, and expectation for returns. The firm employs time-tested financial principles, advocating a disciplined, long-term approach to saving and investing, supported by strategies to manage financial risk. | Directeur Général | 01/01/2020 |
First Command Financial Planning Inc | Directeur/Membre du Conseil | - |
Anciens postes connus de Mark Duane Steffe
| Sociétés | Poste | Fin |
|---|---|---|
TIAA-CREF Individual & Institutional Services LLC
 TIAA-CREF Individual & Institutional Services LLC Investment ManagersFinance TC Services offers investments that reflect their clients’ personal risk preference and goals. | Corporate Officer/Principal | 19/03/2010 |
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services' asset allocations are based on a proprietary methodology. In developing those allocations, the firm considers asset class risk and return results that are based on estimated forward-looking return and risk assumptions, as measured by standard deviation, which are based on UBS proprietary research. The development process includes a review of a variety of factors, including the return, risk, correlations and historical performance of various asset classes, inflation and risk premium. | Corporate Officer/Principal | 24/10/2008 |
PaineWebber, Inc.
 PaineWebber, Inc. Investment Banks/BrokersFinance Provides stock brokerage and asset management services | Corporate Officer/Principal | 23/06/2000 |
Formation de Mark Duane Steffe
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
94
Relations au 1er degré
8
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 8 |
|---|---|
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services' asset allocations are based on a proprietary methodology. In developing those allocations, the firm considers asset class risk and return results that are based on estimated forward-looking return and risk assumptions, as measured by standard deviation, which are based on UBS proprietary research. The development process includes a review of a variety of factors, including the return, risk, correlations and historical performance of various asset classes, inflation and risk premium. | Finance |
TIAA-CREF Individual & Institutional Services LLC
TIAA-CREF Individual & Institutional Services LLC Investment ManagersFinance TC Services offers investments that reflect their clients’ personal risk preference and goals. | Finance |
First Command Financial Services, Inc.
First Command Financial Services, Inc. Investment ManagersFinance FCFS takes a personalized approach to developing an asset management strategy by selecting investment portfolios that closely match client goals, tolerance for risk, and expectation for returns. | Finance |
PaineWebber, Inc.
PaineWebber, Inc. Investment Banks/BrokersFinance Provides stock brokerage and asset management services | Finance |
University of Illinois
 University of Illinois Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
First Command Advisory Services, Inc.
First Command Advisory Services, Inc. Investment ManagersFinance FCAS seeks to create opportunities for rewards while managing risk and minimize management and administrative costs. Their Investment Management Team (IMT) conducts the firm’s due diligence on investment products offered to their clients and manages the day-to-day decisions for the model portfolios in the AMS program. The IMT is required to follow a disciplined approach in researching current and potential investments. The firm is biased toward managers who select investments based on fundamental analysis of underlying business characteristics, comprehensive review of financial statements, and prudent consideration of risks including security valuation. | Finance |
First Command LIC (Investment Portfolio)
First Command LIC (Investment Portfolio) Investment ManagersFinance First Command-IP takes a personalized approach to developing an asset management strategy by selecting investment portfolios that closely match client’s goals, tolerance for risk, and expectation for returns. The firm employs time-tested financial principles, advocating a disciplined, long-term approach to saving and investing, supported by strategies to manage financial risk. | Finance |
First Command Financial Planning Inc | Finance |
