Steve Wagoner


Steve Wagoner

Vice President of Institutional Sales

As V.P. of Institutional Sales, Steve works to increase PenChecks Trust’s presence in the institutional space by developing strategic relationships with financial institutions such as, banks, trust companies, insurance companies, and other retirement platform providers. He also introduces institutional solutions, such as our Abandoned Plan/QTA and uncashed check services, to help these clients streamline operations and reduce fiduciary risk. A former Director of Sales for DST Systems, Inc., a leading provider of strategic advisory, technology, and operations outsourcing to the financial and healthcare industries, Steve has more than 20 years of financial services and retirement industry experience. While at DST, he managed the sales team while also helping retirement plan providers design and execute communication strategies for third-party administrators, advisors, plan sponsors and plan participants.

A former Registered Investment Advisor and Financial Planner, Steve brings a deep understanding of the needs of financial institutions to the PenChecks Trust team. He holds a Bachelor of Science degree from the University of New Hampshire, where he was a member of the UNH football team.

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