Steve Leonhardt Email & Phone Number
Senior Vice President, Fund Accounting @ VISTRA
5 free lookup(s).
Steve Leonhardt Location
- Emeryville, CA, US
Steve Leonhardt Work
- now
- 2024 - now Senior Vice President, Fund Accounting @
- 2022 - 2024 Senior Vice President - Fund Accounting @
- 2021 - 2022 Director - Fund Services @
- 2020 - 2021 Senior Vice President - Fund Administration @
- 2018 - 2020 Consultant - Fund CFO and Controller @ Self-employed
- 2017 - 2018 Senior Vice President @ Salient
- 2015 - 2017 Controller @ Thomas Weisel Global Growth Partners LLC (Stifel)
- 2014 - 2015 Independent Board Trustee and Audit Committee Chairman @ Outlook Funds Trust
- 2009 - 2013 Vice President and Head of Mutual Fund and ETF Administration @
- 2007 - 2009 Vice President and Mutual Fund Treasurer and Principal Financial Officer @
- 2005 - 2007 Director - Mutual Fund Administration @ TIAA-CREF
Steve Leonhardt Education
- DePaul University
Bachelor of Science (BS) (Accounting)
Steve Leonhardt Skills
- Series 63
- Series 24
- Asset Managment
- Uniform Combined State Law
- Investments
- Portfolio Management
- Wealth Management
- Alternative Investments
- Hedge Funds
- Securities
- Financial Services
- Strategic Financial Planning
- Executive Management
- Valuation
- Accounting
- Investment Management
- Fund Administration
- Equities
- Fund Accounting
- Asset Management
- Financial Reporting
- Financial Risk
- Fixed Income
- Finance
- Project Management
- Customer Service
- Research
- Software
- Sales
- Business Strategy
- Leadership
Steve Leonhardt Summary
- Steve Leonhardt, based in Emeryville, CA, US, is currently a Senior Vice President, Fund Accounting at VISTRA. Steve Leonhardt brings experience from previous roles at Addison Group, Phoenix American, E78 Partners and Citi. Steve Leonhardt holds a Bachelor of Science (BS) in Accounting @ DePaul University. With a robust skill set that includes Series 63, Series 24, Asset Managment, Uniform Combined State Law, Investments and more. Steve Leonhardt has 3 emails and 3 mobile phone numbers on RocketReach.
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