Alan Finkelstein Email & Phone Number
Managing Director - Head of Bank Trust Sales and Strategy @ BNY Pershing
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Alan Finkelstein Location
- New York, NY, US
Alan Finkelstein Work
- Managing Director - Head of Bank Trust Sales and Strategy @ (May 2023 - Present)
- Managing Director - Senior Business Development, Relationship and Transformational Leader @ (June 2017 - April 2023)
- Director - Business Development and Strategy Owner for the BNY Mellon Custody Platforms @ (January 2013 - May 2017)
- Director - Senior Business Development Officer and Relationship Manager @ (March 2002 - December 2012)
- Vice President - Sales and Relationship Management Officer @ Weiss Peck & Greer, LLC (January 2000 - March 2002)
- Vice President - Relationship Management @ Banc of America Securities (August 1998 - January 2000)
- Vice President - Relationship Management @ (September 1996 - August 1998)
- Assistant Vice President - Account Management @ (October 1994 - September 1996)
Alan Finkelstein Education
- Baruch College
Bachelor of Business Administration - BBA (Accounting)
1988-1992
Alan Finkelstein Skills
- Bank Custody and Outsourcing
- Broker-Dealer Operations
- Brokerage Execution, Clearing, Financing and Custody
- Business Analysis
- Business Development
- Business Model Innovation
- Business Relationship Management
- Complex Sales
- Contract Negotiation
- Financial Accounting
- Financial Risk
- Financial Services
- Innovation Consulting
- Performance Reporting
- Prime Brokerage Sales and Operations
- Private Banking
- Problem Solving
- Product Knowledge
- Risk Management
- Securities
- Strategic Planning
- Vendor Management
- Wealth Management
Alan Finkelstein 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. Alan Finkelstein brings experience from previous roles at BNY Mellon | Pershing 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 Bank Custody and Outsourcing, Broker-Dealer Operations, Brokerage Execution, Clearing, Financing and Custody, Business Analysis, Business Development and more. Alan Finkelstein has 2 emails and 4 mobile phone numbers on RocketReach.
Looking for a different Alan Finkelstein?
Find contact details for 700 million professionals.
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co