Steve Carroll in

Steve Carroll

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Head of Product at Wealthbox
📍 Providence, Rhode Island, United States

Steve Carroll is the Head of Product at Wealthbox, where he leverages his background in user experience and process engineering to guide product development. He has a history of optimizing systems at companies like Aledade and Provan. He earned his Bachelor of Arts from the University of Rhode Island.

Outside of his tech career, Steve has a strong appreciation for the arts, demonstrated by his previous role as an Assistant Manager at Guitar Center. This suggests a passion for music and instruments. He has also taken courses in graphic design, indicating an interest in visual communication and design principles.

His career path is unique, having transitioned from managing a retail music store to leading product strategy at a prominent fintech company.

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Experience
18 Years
Current Role
Head of Product
Job Level
Mid-senior
Location
Providence, Rhode Island, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Steve cares about

CRM for Advisors
His role and posts show a deep focus on solving the specific technology and workflow challenges that financial advisors face with their software.
User-Centric Design
His background as a User Experience Engineer points to a professional focus on creating intuitive, user-friendly software interfaces and workflows.
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Career

Work history

11-2017
Head of Product
Wealthbox
3-2016 - 11-2017
Process Engineer
Aledade, Inc.
2011 - 3-2016
User Experience Engineer
Provant
2009 - 2011
Assistant Manager
Guitar Center
2008 - 2009
Summer Intern
Hartford City Mission
In the press

Media appearances

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Education
2006 - 2010
Bachelor of Arts (BA)
University of Rhode Island
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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