Steve Ostrowski
Chicago,IL
Overview
5
5
years of professional experience
Work History
Senior Caller
Morgan Stanley, Trailhead Retirment Planning Group
Chicago, IL
08.2021 - Current
- Surpassed expected quota for the role for six consecutive quarters (July 2022 - December 2023)
- Sat over $200,000,000 in potential new assets under management in the form of introductory meetings for our advisors since July of 2022
- Sat the most full meetings by ten meetings ($1,000,000 or more in potential AUM per full meeting) to the number two caller, as well as sat the most potential AUM in 2023
- Our team fell in the top 100 Private Wealth Management teams in the country the past 2 years based on the Forbes list of the same title
Production Intern
Morgan Stanley,Trailhead Retirement Planning Group
Chicago, IL
02.2021 - 08.2021
- Cold called for entirety of internship and received a full time offer upon graduation based on performance in the role
Financial Advising Intern
Scott Tucker Solutions, Inc.
Chicago, IL
06.2019 - 08.2019
- Sat in on over 30 client and prospect advisory meetings, learning several financial and retirement planning strategies in the process
- Completed various administrative tasks throughout entire internship such as filing move money and client onboarding forms
Benefit Strategist Intern
Aflac
North Liberty, IA
01.2019 - 03.2019
Retirement
- Researched, inputted and scrubbed leads in Aflac's CRM
- Approached local businesses in person to set prospective meetings with managers for the Senior Strategists
Education
B.B.A. in Economics -
University of Iowa, Tippie College of Business
08.2021
Skills
- FINRA SIE, Series 7 and 66
- All CE is up to date and I am registered in every state
Timeline
Senior Caller
Morgan Stanley, Trailhead Retirment Planning Group
08.2021 - Current
Production Intern
Morgan Stanley,Trailhead Retirement Planning Group
02.2021 - 08.2021
Financial Advising Intern
Scott Tucker Solutions, Inc.
06.2019 - 08.2019
Benefit Strategist Intern
Aflac
01.2019 - 03.2019
B.B.A. in Economics -
University of Iowa, Tippie College of Business
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