Steven Zanolli
Registered Representative at Sandy Morris Financial, Inc.
📍 Tampa, Florida, United States
Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.
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Experience
18 Years
Current Role
Registered Representative
Job Level
Middle
Location
Tampa, Florida, United States
Personality Overview
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Priorities
Topics Steven cares about
Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
Career
Work history
12-2010 - 9-2022
Registered Representative
Sandy Morris Financial, Inc.
12-2010 - 9-2022
Investment Advisor Representative
Global Financial Private Capital, LLC
11-2010
Chief Compliance Officer/Portfolio Manager
Sandy Morris Financial and Estate Planning Services, LLC
4-2003 - 2-2010
Vice President of Compliance
USA Tax & Insurance Services, Inc.
In the press
Media appearances
Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1991 - 1995
Bachelor of Arts (B.A.)
University of South Carolina
Social presence
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