How Steve Heshley advanced his career with Achievable SIE

A short interview with Steve about his career, before and after passing the SIE.

As a part of our series highlighting Achievable users and their backgrounds, I had the pleasure of interviewing Steve Heshley.

What was your background prior to taking the SIE?

My background has always been in finance and I wanted to switch from controller to wealth management and passing the SIE is the first step to get on the radar.

What's your current role/focus now that you've passed the exam?

My role now that I have passed is to move into a more middle/front office wealth management role in which I can serve clients and assist their advisors.

What are your career or life goals?

I ultimately want to work in a family office setting.

What do you consider to be your greatest personal or professional achievement?

Professional would be finishing my MBA while transferring to NYC for work including a promotion in the same year.

Any tips for future SIE takers?

Set aside time to study and chip away, don’t think about the test as whole. Take each question on the exam one at a time and don’t let one or two you don’t know trip up your focus and finally, focus on the concepts, not the question!

Thank you for taking the time to share your story!

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