Stephen Guerra Email & Phone Number

Senior Director Consulting @ Broadridge

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Stephen Guerra Location

Sudbury, MA, US

Stephen Guerra Work

2025 -now Senior Director Consulting @
2025 -now Consulting Practice Head and Founder - CZENZ Consulting @ CZENZ Consulting Group LLC www.czenz.com
2024 -2025 Head of Professional Services North America and EMEA @
2022 -2024 Professional Services Global Practice Head SS and C Global ALOHA and IBOR Technology @
2012 -2022 Practice Head , Director Solution Design and Delivery, Strategic Consulting @
2007 -2012 Vice President, Head of Technology Accounting Implementation and Account Data Control @
2001 -2007 Head of Investment Management Operations and Front Office Trading @
1998 -2001 Director, Fund Accounting and Custody @ Investors Bank & Trust (State Street Bank)
1997 -1998 Assistant Vice President Fund Accounting and Custody Group Manager @
1995 -1997 Director, Fund Accounting Fund Administration @

Stephen Guerra Education

Boston College Carroll School of Management
Bentley University - McCallum Graduate School of Business

Stephen Guerra Skills

Subject Matter Experts
Strategy Consulting
Financial Services
Software Implementation
Professional Services
Management Consulting
Program Management
Project Delivery
Securities
Mutual Funds
Derivatives
Investments
Fixed Income
Equities
Risk Management
Alternative Investments
Business Development
Data Management
Agile Project Management
P&L Management
Customer Relationship Management (CRM)
New Business Development
Enterprise Software
Software as a Service (SaaS)
Contract Negotiation
Leadership
Relationship Management
Negotiation
Cross-functional Team Leadership
Fund Accounting
Corporate Actions
Wealth Management Services
Implementation Methodology
Global Client Management
Fund Accounting Systems
Professional Services Delivery
Complex Project Management
IT Project & Program Management
IT & Business Strategy Alignment
Technical Architecture
Global Cross-Functional Team Leadership
Software Development Life Cycle (SDLC)
ESG Data Strategy
Digital Transformation
Change Management
IT Strategy
Team Leadership
Business Analysis
Strategic Negotiations
Executive Management
Enterprise Architecture
Fiduciary
Europe
Help Desk Support
Insurance
Expenses
Arrangements
Vendors
Net
Fee
England
Finance
Acceleration
Convert
Client Accounts
Business Administration
Reuters
Data Conversion
Investone
Real Estate Transactions
Securities Lending
Management
Revenue
Ftc
Science
Funding
Electronic Trading Systems
Bentley
CRM
Technology Solutions
Custodians
Job Fairs
Fee Schedules
Investment Management
Hedge Funds
Hiring
Loan Servicing
Auditing
Coordinated
PowerPoint
Cash Management
Boston
Accounting
Workflow
NAV
Global Implementations
Valuation
Daily Operations
Seminars
Developing Partnerships
Guidance
Settlement
Networking
Portfolio Management
Cross Selling
Bloomberg
Business Services
Team Management
Asia
Strategy
Cash Flow Forecasting
Microsoft Office
Budgeting
Acquisitions
Microsoft Excel
Major Strengths
Denver
Dublin
Forensic Analysis
Sla
Wealth
Talented
Conferences
Implementation
Private Equity
User Groups
Luxembourg
Project Management
Key Clients
Research
Emerging Technologies
System Monitoring
Service Providers
Reporting
Straight Through Processing
Itg
Strategic Vision
Eagle
Verizon
Commodities
RFP
Joining
Spectrum
STAR
International Investment
Applications
New Business Opportunities
Educational Institutions
Universities
Cost Savings
Consolidating
Operations
Network Administration
Microsoft Project
IFS
Contractual Agreements
Service Levels
Vendor Relationship Management
Services
Brokers
Mutual Fund Conversions
Income
Horizon
Technical Solutions
Pricing
Responsibility
Internal Audit
Private Equity Funding
Separate Accounts
Pam
International
Working With Clients
Fund Administration
Trust
New York
Colleges
Wealth Management
Compliance
Sungard
FX Options
Network Communications
Asset
Weaknesses
Back Office
Trading Operations
Budgets
Culture
Positions Held
Business Strategy
Financial Reporting
Trading
Mergers and Acquisitions
Recruiting
Accounting System
Customer Relationship Management
Consulting
Strategic Planning
Enterprise Business
It Project and Program Management
It and Business Strategy Alignment
Vendor Management
Software as a Service

Stephen Guerra Summary

Stephen Guerra, based in Sudbury, MA, US, is currently a Senior Director Consulting at Broadridge. Stephen Guerra brings experience from previous roles at CZENZ Consulting Group LLC www.czenz.com, SS&C Technologies and BNY Mellon | Eagle Investment Systems. Stephen Guerra holds a Boston College Carroll School of Management. With a robust skill set that includes Subject Matter Experts, Strategy Consulting, Financial Services, Software Implementation, Professional Services and more. Stephen Guerra has 3 emails and 2 mobile phone numbers on RocketReach.