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 First Command Advisory Services, Inc. (FCAS) is an investment advisor headquartered in Fort Worth, Texas. The firm is a subsidiary of First Command Financial Services, Inc., which is owned by First Command Financial Planning, lnc. ESOP Trust. FCAS offers advisory services to active-duty military and their immediate family. | Directeur Général | 01/01/2020 |
First Command Financial Services, Inc.
 First Command Financial Services, Inc. Investment ManagersFinance First Command Financial Services, Inc. (FCFS) headquartered in Fort Worth, Texas. The firm was founded in 1958 and is a subsidiary of First Command Financial Planning, Inc. ESOP Trust. FCFS provides insurance products and services to active and retired or separated military families. | Directeur Général | 01/01/2020 |
First Command LIC (Investment Portfolio)
 First Command LIC (Investment Portfolio) Investment ManagersFinance First Command LIC (Investment Portfolio) (First Command-IP) is the investment portfolio division of First Command LIC, which is owned by First Command Financial Services, Inc. The firm is headquartered in Fort Worth, Texas. First Command-IP offers financial planning services, asset management services, and other investment advisory services to individuals, corporate entities, and trusts only. | 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 TIAA-CREF Individual & Institutional Services LLC (TC Services) is a wealth management firm headquartered in New York City. The firm was founded in 20055 and is a wholly owned subsidiary of Teachers Insurance & Annuity Association of America, which is owned by TIAA Board of Governors. TC Services provides investment advisory services to individuals. | Corporate Officer/Principal | 19/03/2010 |
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Corporate Officer/Principal | 24/10/2008 |
| PaineWebber, Inc. | Corporate Officer/Principal | 23/06/2000 |
Formation de Mark Duane Steffe
| University of Illinois | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
First Command Advisory Services, Inc.
First Command Advisory Services, Inc. Investment ManagersFinance First Command Advisory Services, Inc. (FCAS) is an investment advisor headquartered in Fort Worth, Texas. The firm is a subsidiary of First Command Financial Services, Inc., which is owned by First Command Financial Planning, lnc. ESOP Trust. FCAS offers advisory services to active-duty military and their immediate family. | Finance |
| PaineWebber, Inc. | Finance |
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Finance |
TIAA-CREF Individual & Institutional Services LLC
TIAA-CREF Individual & Institutional Services LLC Investment ManagersFinance TIAA-CREF Individual & Institutional Services LLC (TC Services) is a wealth management firm headquartered in New York City. The firm was founded in 20055 and is a wholly owned subsidiary of Teachers Insurance & Annuity Association of America, which is owned by TIAA Board of Governors. TC Services provides investment advisory services to individuals. | Finance |
First Command Financial Services, Inc.
First Command Financial Services, Inc. Investment ManagersFinance First Command Financial Services, Inc. (FCFS) headquartered in Fort Worth, Texas. The firm was founded in 1958 and is a subsidiary of First Command Financial Planning, Inc. ESOP Trust. FCFS provides insurance products and services to active and retired or separated military families. | Finance |
First Command LIC (Investment Portfolio)
First Command LIC (Investment Portfolio) Investment ManagersFinance First Command LIC (Investment Portfolio) (First Command-IP) is the investment portfolio division of First Command LIC, which is owned by First Command Financial Services, Inc. The firm is headquartered in Fort Worth, Texas. First Command-IP offers financial planning services, asset management services, and other investment advisory services to individuals, corporate entities, and trusts only. | Finance |
| First Command Financial Planning Inc |