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Vimvest Names New National Sales Director

Stephen McLeod will direct all of the activities related to advisors seeking to simplify, amplify, and solidify their businesses through Vimvest’s financial technology offering.

By Staff June 17, 2020

Image: Shutterstock

Vimvest, a financial technology and advisory company, has named Stephen McLeod its new national director of sales. In his new role, McLeod will direct all of the activities related to advisors seeking to simplify, amplify, and solidify their businesses through Vimvest’s financial technology offering. Prior to joining Vimvest, McLeod worked closely with the police and fire pension funds in the state of Illinois for several years and spent over two decades with Charles Schwab Advisor Services working with institutional financial advisory firms. He is registered with FINRA as a registered representative of the firm.

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