Areas of Expertise
- Defined Contribution Plan Recordkeeping and Administration
- Plan Compliance
- Interactive Phone and Web System
- Retirement Plan
Toledo, Ohio 43604
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Steve is a Senior Administrator in the Defined Contribution Recordkeeping
and Administration group. Steve joined Findley Davies in 2014. Prior to joining Findley Davies, he worked with BankOne Trust Company in Columbus, Ohio and subsequently JP Morgan Chase Trust Company. He has a background including 13 years' experience in Trust Operations. Steve worked within the asset maintenance and pricing team where he gained extensive industry knowledge ensuring securities were accurately coded and priced on the accounting system. Steve also worked in the corporate actions department becoming a subject matter expert with corporate actions including class actions. He also worked with JP Morgan's Portfolio Accounting group performing accounting services specifically performing allocation and unitized accounting for high net worth clients and non-profit organizations.
As a Senior Administrator, Steve is responsible for managing and processing daily transactions for 401(k) plans, researching and responding to participant inquiries, completing daily and quarterly reconciliations to ensure accurate processing within assigned plans, and providing service to plan sponsors regarding questions relating to their 401(k) plans.
- The Ohio State University, Columbus Ohio - B.S., Human Ecology, Family Financial Planning
- University of Phoenix, Columbus Ohio - M.B.A.
Professional and Community Involvement
- Special Olympics, Franklin County Chapter, 2000 to present
- Knights of Columbus
- Marathon Classic LPGA Tournament, 2014 top present
What's Your Passion?
In my free-time, I enjoy my wife and two young sons and teaching the boys the ways of the force, the rules of soccer and video games. When all else fails, you'll find me tinkering with something around the house being an amateur "DIY"er.