STEP – Advising Families Across Generations
Leadership Team
The Leadership Team at STEP is responsible for shaping the strategic direction and overall vision of the organization, ensuring the effective delivery of professional development and networking opportunities for its global membership. Comprising the Vice President, Chief Executive, and Chief Operations Officer, this team works collaboratively to enhance member engagement, oversee operational efficiency, and promote best practices within the profession of trust and estate planning.
No jobs in this team