Finding Opportunity In Chaos

Mark Steffe was ready to take the leap. After serving in leadership roles at TIAA (previously TIAA-CREF) and UBS Financial Services (formerly PaineWebber), he finally got to run his own show when he was promoted to president and CEO of First Command Financial Services Inc.

That was the good news.

The bad news was he took the reins on January 1, 2020. On M…