Steve Lloyd Email & Phone Number
Senior Vice President, Director - Private Equity Finance @ Neuberger
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Steve Lloyd Location
- Boston, MA, US
Steve Lloyd Work
- Senior Vice President, Director - Private Equity Finance @ (January 2019 - Present)
- Vice President, Private Equity Finance @ (August 2015 - January 2019)
- Vice President - Alternative Investments @ Merrill Lynch Wealth Management (February 2013 - August 2015)
- AVP - Alternative Investments @ Merrill Lynch Wealth Management (September 2009 - February 2013)
- Manager @ (June 2008 - September 2009)
- Senior Fund Accountant @ (March 2007 - June 2008)
- Fund Accountant @ (December 2005 - March 2007)
Steve Lloyd Education
- Suffolk University - Sawyer Business School
BS (Finance)
2001-2004
Steve Lloyd Skills
- Private Equity
- Alternative Investments
- Fund Of Funds
- Fund Accounting
- Fund Administration
- Valuation
- Investments
- Financial Reporting
- Cash Management
- Operational Oversight
- US GAAP
- Financial Analysis
- Operational Due Diligence
- Financial Accounting
- Networking
- Financial Modeling
- Management
- Microsoft Excel
- Business Development
Steve Lloyd Summary
- Steve Lloyd, based in Boston, MA, US, is currently a Senior Vice President, Director - Private Equity Finance at Neuberger Berman. Steve Lloyd brings experience from previous roles at Neuberger Berman, Merrill Lynch Wealth Management and State Street. Steve Lloyd holds a 2001 - 2004 BS in Finance @ Suffolk University - Sawyer Business School. With a robust skill set that includes Private Equity, Alternative Investments, Fund Of Funds, Fund Accounting, Fund Administration and more. Steve Lloyd has 1 emails and 1 mobile phone numbers on RocketReach.
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