Senior Vice President, Regional Manager Western Region
Stephen is the Western Regional Relationship Manager at Navian Capital with over 10 years of industry experience in derivatives and structured products. In his current role, Stephen is responsible for broadening awareness of structured investments though training and sales support. In addition, Stephen works with structured product providers to optimize parameters and often assists clients to build customized solutions based on current market conditions, risk tolerance, and time horizons.
Prior to joining Navian Capital, Stephen managed the Market-linked CD desk at Union Bank in Los Angeles, California. He oversaw the creation, distribution, and maintenance of all structured products issued by the bank. As part of his mandate, Stephen worked with UnionBanc Investment Services to develop and promote the sale of Union Bank MLCDs and other third party investment products. Stephen joined the Market-linked CD desk after supporting derivative sales at Union Bank and he previously worked in derivative operations at SunTrust Robinson Humphrey in Atlanta, Georgia.
Stephen received a Bachelor of Science degree in International Relations from Brigham Young University and maintains his Series 7 and 63 licenses.