Stephen Costello Email & Phone Number
SVP; North America Security Services Business @ Citi
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Stephen Costello Location
- Garden City, NY, US
Stephen Costello Work
- 2022 - now SVP; North America Security Services Business @
- 2019 - 2022 Regional Director of Compliance - Americas and Caribbean @
- 2015 - 2019 Director of Investor Services and Compliance Officer @
- 2013 - 2015 Business Implementation Manager @
- 2006 - 2012 Fund of Fund Custody Senior Supervisor @
- 2000 - 2006 Portfolio Associate, Corporate Action Supervisor, Relationship Assistant @
- 1996 - 2000 Custody Administrator @
Stephen Costello Education
- Adelphi University
MBA Program Degree (Business Administration)
2002 - 2005 - The Global Institute of Finance and
Certificate (School of Banking)
1997 - 1999 - Saint Francis University
Bachelor's degree (Business Administration and Management, General)
1991 - 1995 - Pace University - Lubin School of Business
Financial Planning Certificate Program
Stephen Costello Skills
- Series 7
- Series 66
- Mutual Funds
- Hedge Funds
- Valuation
- Fund Administration
- AML
- Fixed Income
- Uniform Combined State Law
- Risk Management
- Securities
- Cash Management
- Equities
- Operational Risk
- Finance
- Financial Services
- Investments
- Banking
- Portfolio Management
- Anti Money Laundering
- Business Analysis
- Microsoft Office
- Marketing
- Customer Service
- Uniform Combined State
Stephen Costello Summary
- Stephen Costello, based in Garden City, NY, US, is currently a SVP; North America Security Services Business at Citi. Stephen Costello brings experience from previous roles at VISTRA, JPMorgan Chase and HSBC Global Banking and Markets. Stephen Costello holds a 2002 - 2005 MBA Program Degree in Business Administration @ Adelphi University. With a robust skill set that includes Series 7, Series 66, Mutual Funds, Hedge Funds, Valuation and more. Stephen Costello has 3 emails and 2 mobile phone numbers on RocketReach.
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