Steven Leiser

Steven Leiser has a work experience that spans over several years and includes various roles in different companies. Steven started their career as an Outside Operations employee at Cimarrone Golf Club in 2012 and worked there until 2013. In 2016, they joined DICK'S Sporting Goods as a Sales Associate and stayed with the company until mid-2017. Later in 2017, they worked as an Intern at Pinnacle Wealth Management. In 2018, they became a Client Service Associate at OppenheimerFunds, where they worked until May 2019. At Invesco Ltd., they worked in the same role as a Client Service Associate from May 2019 to August 2019. Currently, they are employed at FPS Group, LLC as a Client Service Associate, starting from November 2020. Throughout their career, Steven has gained valuable experience in customer service, adapting to new policies and procedures, and working with financial retirement products.

Steven Leiser completed their Bachelor of Science in Business Administration (B.S.B.A) degree in Finance from the University of Denver. Steven studied at the university from 2014 to 2018. Additionally, Steven obtained two certifications, namely the Securities Industry Essentials (SIE) from FINRA in December 2018, and the Series 6 certification from FINRA in December 2018.