Chris Stepuszek

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Finance

Consumer Services

Profile

Mr. Chris Stepuszek joined the Firm in May 2005.
Previously, he worked as a sales and client relationship professional with Fifth Third Bank Investment Advisors (2002-2004); marketing director/investment advisor with Washington Street Capital Management (2000-2001); a broker with Paine Webber (1990-1999); an agent with New York Life Insurance Co. (1985-1989), and district controller with Pony Express Courier (1981-1984).
Mr. Chris Stepuszek is a CFA charterholder and earned an MBA in Finance and a BS in Business Administration, Accounting from Creighton University.

Former positions of Chris Stepuszek

Companies	Position	End
Fifth Third Bank, NA (Cincinnati, Ohio) Fifth Third Bank, NA (Cincinnati, Ohio) Major BanksFinance Operates as a nationally chartered commercial bank	Corporate Officer/Principal	02/01/2004
Painewebber & Co., Inc. Painewebber & Co., Inc. Investment Banks/BrokersFinance Provides stock brokerage and asset management services	Corporate Officer/Principal	01/01/1999
New York Life Insurance Co. New York Life Insurance Co. Life/Health InsuranceFinance Operates as a life insurance company	Corporate Officer/Principal	02/01/1989

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Training of Chris Stepuszek

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Linked companies

Private companies	4
Fifth Third Bank, NA (Cincinnati, Ohio) Fifth Third Bank, NA (Cincinnati, Ohio) Major BanksFinance Operates as a nationally chartered commercial bank	Finance
New York Life Insurance Co. New York Life Insurance Co. Life/Health InsuranceFinance Operates as a life insurance company	Finance
Creighton University Creighton University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Painewebber & Co., Inc. Painewebber & Co., Inc. Investment Banks/BrokersFinance Provides stock brokerage and asset management services	Finance