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Steve’s responsibilities include all aspects of Internal Sales and Client Service for Coates Analytics. Steve frequently trains Asset Management firms on the various components of the Coates Distribution Management System and is a primary resource for all client inquiries. Before joining Coates, Steve spent 7 years at SEI Investments (Oaks, PA), where he was a member of the Wealth Network Client Strategy Team. Prior to that, Steve worked in SEI’s Private Banking & Trust department as a member of the Relationship Management Team. Steve holds a B.S. in Accountancy as well as an MBA with a concentration in International Business from Villanova University. Steve will be completing requirements to become a CFP®) in April 2008. | 