Alan Finkelstein Email & Phone Number
Managing Director - Head of Bank Trust Sales and Strategy @ Pershing, a BNY Mellon company
Alan Finkelstein's Location
New York, NY, US
Alan Finkelstein's Work
- Managing Director - Head of Bank Trust Sales and Strategy @ Pershing, a BNY Mellon company
- Managing Director - Senior Business Development, Relationship and Transformational Leader @ Pershing, a BNY Mellon company
- Director - Business Development and Strategy Owner for the BNY Mellon Custody Platforms @ Pershing, a BNY Mellon company
- Director - Senior Business Development Officer and Relationship Manager @ Pershing, a BNY Mellon company
- Vice President - Sales and Relationship Management Officer @ Weiss Peck & Greer, LLC
- Vice President - Relationship Management @ Banc of America Securities
- Vice President - Relationship Management @ Morgan Stanley
- Assistant Vice President - Account Management @ Bear Stearns & Company
- Staff Accountant - Oppenheimer and Co. Clearing Division @ Oppenheimer & Co. Inc.
Alan Finkelstein's Education
- Baruch College
Bachelor of Business Administration - BBA (Accounting)
1988 - 1992
Alan Finkelstein's Skills
- Business Development
- Business Relationship Management
- Product Knowledge
- Business Analysis
- Bank Custody and Outsourcing
- Problem Solving
- Business Model Innovation
- Strategic Planning
- Financial Services
- Contract Negotiation
Alan Finkelstein's Summary
Alan Finkelstein, based in New York, NY, US, is currently a Managing Director - Head of Bank Trust Sales and Strategy at BNY Mellon | Pershing, bringing experience from previous roles at BNY Mellon | Pershing, Pershing, a BNY Mellon company and Weiss Peck & Greer, LLC. Alan Finkelstein holds a 1988 - 1992 Bachelor of Business Administration - BBA in Accounting @ Baruch College. With a robust skill set that includes Business Development, Business Relationship Management, Product Knowledge, Business Analysis, Bank Custody and Outsourcing and more, Alan Finkelstein contributes valuable insights to the industry. Alan Finkelstein has 1 email and 1 mobile phone number on RocketReach.
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