Steve Heverly's Location
Pittsburgh, PA, US
Steve Heverly's Work
- Vice President Client Services @ BNY Mellon
- Vice President Operations @ BNY Mellon
- Assistant Vice President, Resource Manager @ Wells Fargo
- Assistant Vice President @ Wells Fargo
- Supervisor and Business Analyst @ Legg Mason
- Operations Team Leader @ Legg Mason
- Operations Coordinator @ Federated Investors
Steve Heverly's Education
- Washington and Jefferson College
Bachelor of Arts (Business Administration)
Steve Heverly's Skills
- Account Reconciliation
- Leadership
- Budgets
- Networking
- Mutual Funds
- Series 7
- Securities
- Financial Services
- Process Improvement
- Investments
Steve Heverly's Summary
Steve Heverly, based in Pittsburgh, PA, US, is currently a Vice President Client Services at BNY Mellon, bringing experience from previous roles at BNY Mellon, WACHOVIA SECURITIES LLC and Legg Mason. Steve Heverly holds a Bachelor of Arts in Business Administration @ Washington and Jefferson College. With a robust skill set that includes Account Reconciliation, Leadership, Budgets, Networking, Mutual Funds and more, Steve Heverly contributes valuable insights to the industry. Steve Heverly has 2 emails on RocketReach.
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