Steve Visserman

Background

About Steve Visserman

May 2008 to 2013 - Vanguard Asset Management Services - Hire, train, coach, and develop a team of Certified Financial Planner(R) certificants and support staff to drive business initiatives and provide relationship-based investment management and financial services to high-net-worth clients. 2006 to April 2008 - Vanguard mutual funds - Manager, Vanguard Financial Planning Services - Managed a team of financial planners, led and participated in numerous projects for departmental process improvement. 2003 - 2006 Vanguard mutual funds - Manager, Retirement Advisory Service - Started this business unit in Vanguard's Charlotte office. Hired, trained, and managed retirement advisors to provide investment advice and attract assets to Vanguard. - 2003 - Vanguard mutual funds, Charlotte, NC - Team Leader -Hired and managed a team of customer service associates. Soon after, I moved to the Flagship service and helped grow that business and manage financial service representatives that served multi-million dollar clients. 1992 - - atWork Office Furniture - I started my own office furniture business in MIssissauga, Ontario. I was President of the company and grew it from nothing to $1.4 million in annual sales. 1988 - 1992 - Lover's Office Furniture, London, Ontario - learned the family business from the ground up to management. 1987 -1988 - Northern Trust Company - Fiduciary income tax analyst. Completed income tax forms for 1, 400+ trusts manually and electronically.