Chief Operating Officer & Chief Compliance Officer
Steve is the COO and CCO for Khelp Financial. With 15 years of banking and capital markets experience, he is responsible for overseeing compliance, daily operations and procedures, leading business development, and building and maintaining strategic partnerships.
Before joining Khelp, Steve was a Director at Truist Securities in the Capital Markets Group where he helped corporate clients navigate and manage risks associated with interest rate, foreign exchange, and commodity markets. Prior to Truist, Steve held various roles in derivatives, foreign exchange, and credit at Regions Capital Markets and JPMorgan.
Steve earned a B.S.B.A. in Finance from Xavier University and holds Series 7, 63, and 65 licenses.