Steven Leishman
Business Leader
Colorado Springs,CO
Summary
Goal-oriented leader with 30 years of experience in the Personal Finance industry. Excels in leading professionals, developing teams and strategic objectives to drive growth and increase revenue. Known for collaborative approach and commitment to excellence. Expert in increasing productivity and customer satisfaction while fostering a culture of continual development and employee engagement.
Overview
2025
2025
years of professional experience
Work History
Managing Partner
8 and 12 Holdings LLC
8 2020 - Current
- Streamlined internal processes and implemented cutting-edge technologies for improved efficiency and productivity.
- Oversaw financial management of the firm, including budgeting, forecasting, and analysis, ensuring fiscal responsibility and profitability.
- Developed and executed strategic business plans, aligning company goals with actionable steps for growth and sustainability.
Investor Relations Manager
All Pro Capital, Inc.
01.2024 - 09.2024
- Enhanced Investor value by developing and implementing communication and relations strategies resulting business KPI results that exceeded expectations. #1 YTD among peers with new to firm assets and clients.
- Implemented advanced data analytics tool and CRM system to drive data-driven decision-making across all levels of the organization, leading to better business outcomes.
Vice President Branch Manager
Charles Schwab & Co., Inc.
3 2007 - 10.2023
- Implemented large scale and tactical sales strategies to achieve branch targets and increase market share.
- Cultivated strong relationships with key stakeholders, including customers, business partners, and community leaders to promote cooperation and long-term success.
- Coordinated marketing campaigns tailored towards target audience segments resulting in increased market share and brand awareness in local markets.
- Leveraged technology to automate workflows and streamline processes, resulting in increased productivity, cost savings and business results.
- Improved customer satisfaction ratings by creating client first culture.
- Collaborated with senior leadership on strategic planning initiatives to align branch objectives with corporate goals.
- Established clear performance metrics, enabling transparent evaluation of team progress.
- Identified opportunities to improve business process flows and productivity.
- Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
- Ensured regulatory compliance through diligent adherence to industry standards, guidelines, and company policies.
- Fostered culture of excellence and accountability, resulting in branch consistently exceeding client satisfaction scores and meeting or exceeding performance targets.
- Championed talent development programs, promoting employee engagement and retention while enhancing overall workforce capabilities.
- Built high-performance teams through effective recruitment practices focused on competency alignment coupled with consistent coaching and timely feedback.
Business Analyst, Project & Team Manager, Chinese Client Services
Fidelity Investments
10.1995 - 04.2007
- Collaborated closely with stakeholders to identify opportunities for process improvements and analyzed current practices to drive continuous improvement.
- Enabled data-driven decision making with advanced analytics tools, generating valuable insights for the organization.
- Partnered with cross-functional teams in development of new customer relationship management system, improving client satisfaction and engagement.
Education
MBA - Finance
Boston College
Boston, MABachelor of Arts - Finance, Minor Mandarin Chinese
The University of Utah
SLC, UTProject Manager Certification -
Bryant College
Smithfield, RISkills
Talent development
Sales strategy
Business performance analysis
Collaboration
CRM proficiency
Business process improvement
Team building
Relationship management
Partner engagement
Facilitation
Consultative and relationship sales
Performance Management
Financial planning processes
Wealth management offerings
Time management abilities
Bilingual: Mandarin Chinese
Professional Designations & Licenses
Certified Wealth Strategist (CWS)
NASD Series 7, 8 (9&10), 63 & 66
Life & Health Insurance License
Giving Back
The Church of Jesus Christ of Latter-day Saints
- Bishop - Stake Young Men President - Missionary in Taiwan R.O.C.
Junior Achievement Volunteer
Timeline
Investor Relations Manager
All Pro Capital, Inc.
01.2024 - 09.2024
Business Analyst, Project & Team Manager, Chinese Client Services
Fidelity Investments
10.1995 - 04.2007
Managing Partner
8 and 12 Holdings LLC
8 2020 - Current
Vice President Branch Manager
Charles Schwab & Co., Inc.
3 2007 - 10.2023
MBA - Finance
Boston College
Bachelor of Arts - Finance, Minor Mandarin Chinese
The University of Utah
Project Manager Certification -
Bryant College
Similar Profiles
Nicole HuffmanNicole Huffman
After-School Tutor at Grades K, 3, 4, 6, 8, 12After-School Tutor at Grades K, 3, 4, 6, 8, 12
Maxxin GuinnMaxxin Guinn
Business Owner at 6 12 LLCBusiness Owner at 6 12 LLC
Jeffrey FitzgeraldJeffrey Fitzgerald
Sales and Marketing Career Coaching Consultant at Phase Won 12 Training Systems LLCSales and Marketing Career Coaching Consultant at Phase Won 12 Training Systems LLC