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Steven Deis

  • Senior Vice President
(559) 248-6460
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Biography

Steven has charted more than 20 years in the financial services industry, with an emphasis in project finance and the development of business relationships with closely held corporations. On their behalf, Steven’s goal is to work tirelessly to educate all parties involved from the beginning of the transaction to successful completion. Merrill Lynch was Steve’s training ground where he specialized in constructing complex financial designs for high net worth business owners and their families. He subsequently moved on to Wachovia/Prudential and Smith Barney/Citigroup. Steve’s strong suit is in succession planning and corporate finance issues that confront closely held corporations. 

Education

California State University - BS - Business Administration with an academic emphasis in Business Law and Finance

Industry Coverage

Employee Stock Option Plans (ESOPs) provide an opportunity for business owners or shareholders to successfully plan an immediate or gradual tax-advantaged exit strategy, while also engineering the continued success of the business.  In our latest report, ESOPs - Your Questions Answered, we provide you with detailed information on situations to consider an ESOP, as well as answers to common questions.Read more