Meet Steven, a Portfolio Analyst who joined Mundi Financial in 2023. He spent several years working in the financial industry before joining us. Steven graduated from The University of Scranton with a bachelor's degree in Business Administration, concentrating in finance, and currently holds Series 7 and Series 66 registrations. During his time at the university, he was an active member of the Investment Club and played for the Royal Wolves baseball team.
Steven’s background in team sports benefits him greatly at Mundi Financial where he thrives as part of a collaborative unit. He works closely with the financial advisors that monitor and manage clients' assets. Steven enjoys combining his passion for client service with his expertise in market analysis. His strong attention to detail and proactive approach enable him to better serve his clients and help them reach their financial goals.
When he’s not in the office, Steven enjoys spending time with friends and family, exploring new places, and supporting the New York Yankees. You also might spot Steven biking through our beautiful valley or hitting the links at a local golf course.