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Steven K. Hendrickson
Associate - Investment Operations
Position Description:
Steven joined Lenger Asset Management in February 2007. He is instrumental in maintaining Lenger Asset Management's back office. Steven supports our Advisor with client administration. Additionally, he assists with the monitoring and re-balancing of our investment portfolios. Steven also serves as the Chief Compliance Officer overseeing all firm compliance. In short he is an integral part of our growing company.
Prior Experience:
Morgan Stanley - Melbourne, FL
Back Office Support: May 2006 - December 2006
Smith Barney - Melbourne, FL
Back Office Support: November 2005 - April 2006
Education:
University of North Florida - Jacksonville, FL
Bachelor of Business Administration: Financial Services - 2010
Licenses, Certificates & Designations:
Candidate, Chartered Financial Analyst Level I - 2011
Series 65 - 2007 (Registered Investment Advisor)
Florida Notary - 2008 |
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