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Sally Steele
Sally Steele
Senior Vice President 529 and ABLE | Vestwell
Pennsylvania, United States
Sally Steele
Summary
Sally Steele is a dynamic Senior Vice President with a robust background in financial services, specializing in 529 and ABLE relationship management. With an MBA in Management, she combines strategic thinking with a hands-on approach to drive new business development and enhance client service delivery. Sally has successfully navigated significant organizational changes, including two major acquisitions, showcasing her adaptability and leadership in high-pressure environments. Her extensive experience spans over two decades, including roles in project management and business development, where she has consistently improved processes and increased revenue. A strong communicator, she has been a panelist at industry events, sharing insights on health savings accounts and financial planning. Sally's journey from nursing to executive leadership illustrates her diverse skill set and commitment to continuous learning and growth in her field.
Sally Steele
Work Experience
Senior Vice President 529 and ABLE at
Vestwell
March 2022 - Present
Director, 529 and ABLE Client Program Management at
Sumday Administration LLC
August 2021 - March 2022
Relationship Executive at
New Colony Homes Inc
March 2016 - August 2021
VP, Business Development and Client Service Delivery at
New Colony Homes Inc
March 2009 - March 2016
Senior Project Manager, New Business Onboarding and Product Development at
New Colony Homes Inc
December 2006 - March 2009
Policy Analyst/Project Manager at
Independence Blue Cross
September 2005 - December 2006
Registered Nurse at
Lancaster General Hospital
September 2001 - June 2005
Cardiovascular Technologist at
Lancaster General Hospital
May 1985 - August 1989
Sally Steele
Education
LaSalle University, Master Of Business Administration (M.B.A.)
January 2007 - January 2011
Immaculata University, Bachelor's Degree
January 2000 - January 2001
Gwynedd Mercy University, Associate's Degree
January 1983 - January 1985
Frequently Asked Questions about Sally Steele
What is Sally Steele email address?
Sally Steele's primary email address is *****************@vestwell.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Sally Steele work for?
Sally Steele is a Senior Vice President 529 and ABLE at Vestwell, a company specializing in Agencies, Brokerages, & Other Insurance Related Activities.
Where Sally Steele graduated from?
Sally Steele holds a degree in Management from LaSalle University.
How can I directly contact Sally Steele?
To contact Sally Steele directly, you can use the email address *****************@vestwell.com. Complete contact information is available upon registration with Muraena.
Who is Sally Steele?
Sally Steele is a dynamic Senior Vice President with a robust background in financial services, specializing in 529 and ABLE relationship management. With an MBA in Management, she combines strategic thinking with a hands-on approach to drive new business development and enhance client service delivery. Sally has successfully navigated significant organizational changes, including two major acquisitions, showcasing her adaptability and leadership in high-pressure environments. Her extensive experience spans over two decades, including roles in project management and business development, where she has consistently improved processes and increased revenue. A strong communicator, she has been a panelist at industry events, sharing insights on health savings accounts and financial planning. Sally's journey from nursing to executive leadership illustrates her diverse skill set and commitment to continuous learning and growth in her field.
Sally`s contact details
*****************@vestwell.com
*****************@bnymellon.com
Colleagues
Investor
Senior Vice President Of Engineering
Vice President, Workplace Solutions Sales
VP of Technical Accounting and Audits
VP Partnership Marketing
VP, Operational Finance
Divisional Vice President of Payroll and Channel Sales
Chief Product Officer
Chief Technology Officer
Vestwell Trust Company - Independent Board Member