Chris Stepuszek
Managing Principal at Apex Management Group
Based in Oak Brook, United States
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Seniority
C-Team
Department
General Business & Management
Location
Oak Brook
Industry
Business Consulting and Services
Company size
6
Contact information
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c•••••••@apexplusglobal.com
Phone
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Background
About Chris Stepuszek
Accomplished financial industry management professional combining more than 15 years of experience in client service and sales leadership for municipal, corporate and Taft-Hartley plans. Comprehensive expertise in portfolio management, asset allocation, attribution analytics and securities analysis. Effectively combine strong investment planning, technical analysis and industry experience with success in sales, client services and pipeline management. Hold FINRA Series 3, 7, 63 and 65 Licensure. Possess portfolio background in U.S. and global equities, fixed income and alternative assets. Proven success in designing and executing strategic operational, technical and business programs to increase assets, while containing expenses. Expert in driving business development, client relations, standardization, metrics measurements and resource utilization to record levels nationally. Skilled in training and developing personnel to create high performance service and sales support teams.
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