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San Blas Securities News and Commentary

 

Steven Price Joins San Blas Securities as Head of Operations for the Firm and its Financial Advisors

San Blas Securities has appointed Steven Price as Head of Operations to serve as senior operational principal for the firm and its financial advisors.

In this role he is responsible for resolving complex trade and operational issues, supporting advisors with day-to-day operational needs, and exercising principal-level judgment on operational and supervisory matters.

Price brings 10 year of financial services operations experience to the position. Prior to joining San Blas, he served for four years as vice president, operations, at Cabot Lodge Securities. He worked at Raymond James Financial for six years overseeing regulatory reporting and metrics as well as branch examinations.

 He maintains Series 4, 7, 24, 52, 53 and 66 FINRA licenses.

 About San Blas Securities

San Blas Securities is a leading investment banking, securities and independent wealth management firm committed to providing comprehensive financial solutions to individuals and institutions. With a focus on building long-lasting relationships, San Blas Securities offers a wide range of services tailored to meet the unique needs of its clients. Headquartered in Chicago, San Blas Securities also has offices in Atlanta and New York, as well as branch offices in 25 states and Puerto Rico. The firm is a member of FINRA, SIPC and MSRB.

Juliann Kaiser