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Sally Steele

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Sally Steele

Senior Vice President 529 and ABLE | Vestwell

Pennsylvania, United States

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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.

General

Generalist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Emerging Technologies

Leadership Development

Innovation

Organisational experience

Corporate Experience

Consulting Experience

Sally Steele

Work Experience

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Senior Vice President 529 and ABLE at

Vestwell

March 2022 - Present

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Director, 529 and ABLE Client Program Management at

Sumday Administration LLC

August 2021 - March 2022

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Relationship Executive at

New Colony Homes Inc

March 2016 - August 2021

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VP, Business Development and Client Service Delivery at

New Colony Homes Inc

March 2009 - March 2016

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Senior Project Manager, New Business Onboarding and Product Development at

New Colony Homes Inc

December 2006 - March 2009

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Policy Analyst/Project Manager at

Independence Blue Cross

September 2005 - December 2006

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Registered Nurse at

Lancaster General Hospital

September 2001 - June 2005

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Cardiovascular Technologist at

Lancaster General Hospital

May 1985 - August 1989

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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

mail

*****************@vestwell.com

*****************@bnymellon.com

Colleagues

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Paul Pate

Investor

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Scott Duncan

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George Lambert

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Ghany Pamungkas

VP of Technical Accounting and Audits

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Gina Maria Lemon

VP Partnership Marketing

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Brendan Keogh

VP, Operational Finance

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Qka Russell Newton

Divisional Vice President of Payroll and Channel Sales

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Ryan Anderson

Chief Product Officer

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Rob Molchon

Chief Technology Officer

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Robert Mehringer Cfa

Vestwell Trust Company - Independent Board Member

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