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Steve Moen

Senior Director


As a member of the Client Portfolio Team, Steve is responsible for client relationship management of Galliard’s institutional fixed income clients and their consultants. In this role, he consults with clients and consultants around specific portfolio strategy, account performance, servicing/reporting needs and market developments/new solutions. In addition, Steve assists with new fixed income business development initiatives and contributes to client communications and product positioning materials. Steve earned a B.S. and MBA in Finance from the Carlson School of Management at the University of Minnesota.

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