Institutional Sales   214-922-3223

Bill Steen


FVP, Institutional Sales Institutional Sales

19 years of service (since 2001)


Bill Steen joined CAPIS in 2001 as an institutional sales person. Prior to joining CAPIS, he was a salesperson for Malloy’s Inc. and prior to that, president of Bandet, Inc. Bill has a Bachelor of Business Administration degree from Abilene Christian University and maintains Series 3, 7 and 63 licenses.

Bill Steen joined CAPIS in 2001 as an institutional sales person. Prior to joining CAPIS, he was a salesperson for Malloy’s Inc. and prior to that, president of Bandet, Inc. Bill has a Bachelor of Business Administration degree from Abilene Christian University and maintains Series 3, 7 and 63 licenses.

Other Members of our Sales Team

Related Staff

David Choate

David Choate

David Choate headshot

COO, Exec. Dir. Global Sales

Chris Hurley, SVP

Chris Hurley SVP

Chris Hurley headshot

Dir., Institutional Sales

Jannette Vasquez

Jannette Vasquez

Jannette Vasquez headshot

Mgr., Client Services

Jon Lantz, SVP

Jon Lantz SVP

Jon Lantz headshot

Dir., Bank & Trust Services

Caran Chaney, VP

Caran Chaney VP

Caran Chaney headshot

Sr. Client Service Rep.

Ed O'Dowd, SVP

Ed O'Dowd SVP

Ed O'Dowd headshot

Institutional Sales

Chris Halverson, SVP

Chris Halverson SVP

Chris Halverson headshot

Institutional Sales

Russell Robinson

Russell Robinson

Russell Robinson headshot

Institutional Sales

Chris Cole, FVP

Chris Cole FVP

Chris Cole headshot

Institutional Sales

Coleen Donohue, VP

Coleen Donohue VP

Coleen Donohue headshot

Institutional Sales

Jeannie Musick

Jeannie Musick

Sr. Client Service Rep.

Robert Frain

Robert Frain

Robert Frain headshot

Institutional Sales

Jack Curran

Jack Curran

Jack Curran headshot

Institutional Sales

Mark Viani, SVP

Mark Viani SVP

Mark Viani headshot

Institutional Sales

Rachel Clark

Rachel Clark

Client Service Rep.