Steven Westhydeman

Steven Westhydeman

Registered Client Service Associate

Since 2015, Steven Westhydeman has been a Registered Client Service Associate at Oppenheimer & Co. Inc. (“Oppenheimer”). Steven supports a team of advisors by providing operations assistance for a variety of clients across a wide scope of requests. He has a broad knowledge base and wealth of experience responding to the needs of clients and advisors throughout the cycle of business.

Steven started in the financial services industry with Capital Group at American Funds in 2003. At first he started as a Shareholder Account Representative servicing advisors and shareholders with their mutual fund accounts held directly, and continued on to serve as a Technical Resource and Business Training Associate.

In 2007, Steven moved to San Diego for an opportunity to move from the mutual fund side of the industry into the broker/dealer realm at First Allied Securities, Inc. While there, he served as a Senior Relationship Manager for a nationwide network of Financial Advisors and continued on to become an Escalation Specialists and Credit Compliance/Margin Specialist.