Steve Zhang

Product Solutions Consultant

Steve Zhang is a product solutions consultant at 1st Global, where he assists with product management for internal and advisor-facing third-party applications, with a primary focus on Docupace, a leader in SEC/FINRA-compliant paperless office services for financial firms. He began his career at 1st Global in 2012 and enjoys being able to help advisors and assistants run their operations more efficiently, as it allows them to focus more on growing their businesses and serving their clients.

Steve received his Bachelor of Science degree in economics from the University of North Texas and was led to enter the financial services industry because of the opportunity it provided him to be in a people-oriented atmosphere and work with numbers at the same time. Prior to 1st Global, he worked in operations and relationship management at Penson Financial in a variety of roles, including director of operations, director of relationship management and director of implementation. In his current role at 1st Global, he appreciates the ideal mix he has of technology and client service — he is able to work with product development and management while also spending time directly interacting with clients.