Steve Richard Email & Phone Number
Managing Director @ PTS
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Steve Richard Location
- Boston, MA, US
Steve Richard Work
- Managing Director @ (January 2017 - Present)
- Project Director @ eFront Financial Solutions (January 2015 - January 2016)
- Managing Director @ Gravitas (January 2006 - January 2014)
- Chief Operating Officer @ Spectrum Global Fund Adminstation (January 2002 - January 2005)
- Director of Mutual Fund Operations @ (January 1995 - January 2001)
- Director of Administration @ STATE STREET BANK & TRUST (January 1995 - January 2001)
Steve Richard Education
- Bentley University
Bachelor of Science (Accounting)
- Harvard Business School – Executive Education - Leading Professional Services Firms
Executive Leadership
Steve Richard Skills
- Account Management
- Accounting Education
- Administrative Assistance
- Alternative Investments
- Analysis
- Asset Management
- Budgeting & Forecasting
- Budgeting and Finance
- Business Operations
- Business Process Integration
- Business Relationship Management
- Business Strategy
- Business Transformation
- Capital Markets
- Change Management
- Coaching
- Collaborative Innovation
- Consensus Building
- Consultation
- Consulting
- Contract Negotiation
- Core Strength
- Cross-functional Coordination
- Derivatives
- Entrepreneurship
- Equities
- Financial Operations
- Financial Services
- Fixed Income
- Fund Accounting
- Fund Administration
- Fund Of Funds
- HR Operations
- Hedge Funds
- High Performance Teams
- Human Resources (HR)
- IT Strategy
- Integrating Acquisitions
- Internal Financial Reporting
- Joint Ventures
- KPI Dashboards
- Leadership
- Long Term Business Planning
- MS Office Automation
- Management
- Microsoft Office
- Microsoft Project
- Mutual Funds
- New Client Implementation
- Office Operations
- Onsite-Offshore Delivery Model
- Operating Models
- Operational Assessment
- Operations Administration
- Operations Integration
- Organization Growth
- Outsourcing
- Planning Budgeting & Forecasting
- Policies & Procedures
- Policies & Procedures Development
- Policy Development
- Portfolio Management
- Private Equity
- Process Implementation
- Process Improvement
- Product Development
- Project Management
- Regulatory Operations
- Service Redesign
- Software Development
- Staff Coordination
- Staffing Development
- Start-up Ventures
- Start-ups
- Start-ups Management
- Strategic Partnerships
- Strategic Planning
- Strategy
- Supervisory Skills
- System Implementations
- Team Development
- Team Operations
- Test Automation Tools
- Vendor Contracts
- Windows Workflow Foundation (WF)
- Start Ups
Steve Richard Summary
- Steve Richard, based in Boston, MA, US, is currently a Managing Director at PTS . Steve Richard brings experience from previous roles at eFront Financial Solutions, Gravitas, Spectrum Global Fund Adminstation and Investors Bank and Trust Company. Steve Richard holds a Bachelor of Science in Accounting @ Bentley University. With a robust skill set that includes Account Management, Accounting Education, Administrative Assistance, Alternative Investments, Analysis and more. Steve Richard has 2 emails and 1 mobile phone numbers on RocketReach.
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