Steve Spitler Email & Phone Number

Manager, Tax Proposal Operations @ KPMG US

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Steve Spitler Location

Cincinnati, OH, US

Steve Spitler Work

2025 -now Manager, Tax Proposal Operations @
2024 -2024 Proposal and Pursuit Manager @
2022 -2023 Associate Director, Proposal and Response Management @
2020 -2022 RFP Manager @
2018 -2020 Client Service Manager - Investment Advisor Services @
2017 -2018 Senior Fund Accounting Manager @
2011 -2017 Proposal Team Lead and Senior Business Development Analyst @
2010 -2011 Research Analyst - Investment Strategy and Research @
2007 -2010 Research Analyst @
2005 -2007 Performance Analyst and Senior Performance Analyst @

Steve Spitler Education

Thomas More College
BA (Men's Soccer)
University of Kentucky
(Men's Soccer)
Perrysburg High School
(National Honor Society, Soccer, Baseball, Wrestling, Volleyball)

Steve Spitler Skills

Collaborative Leadership
Proposal Management
Content Management
Marketing
Proposal Writing
Project Management
Mutual Funds
Business Development
Investments
Analysis
Investment Strategies
Due Diligence
Financial Services
Research
Marketing Strategy
Asset Management
Equities
Finance
Account Management
Financial Reporting
Sales & Marketing
Customer Relationship Management (CRM)
Writing
Event Planning
Strategic Planning
Product Marketing
Strategic Communications
Copy Editing
Salesforce.com
Bloomberg
Microsoft Office
Microsoft Excel
Microsoft Word
Microsoft PowerPoint
Relationship Management
Leadership
Client Services
Time Management
Teamwork
Management
Customer Service
Team Leadership
Organization Skills
Communication
Written Communication
Marketing Communications
RFP
Institutional Marketing
Morningstar Direct
Process Improvement
Alternative Investments
Customer Relationship Management Crm
Team Building
Splits
Consulting
Rias
Reporting Systems
Sales
Brokerage
Accruals
Investment Research
Zephyr
Analysts
Dia
Money Market
Client Accounts
Sales and Marketing
Real Estate
Separately Managed Accounts
Literature
Zephyr Style Advisor
Investone
Search
Adherence
Financial Statements
Security
Corporate Actions
Auditor
RIA
Institutional
Keys
Investment Policy
Public Speaking
Accounting
Dividends
Benchmark
Market Data
Site Visits
Daily Operations
Financial Planning
Performance Attribution
Asset Allocation
Playback
Inventory
Reconciliation
Training
External Clients
Calculations
Conferences
Analytical Skills
OPs
Capital
Financial Markets
Vehicles
Participation
Fixed Income
Retail
Advent
ARM
Model Portfolios
Business Analysis
Fund Accounting
Further Education
Microsoft Access
Investors
New Hires
Pmaps
Investment Advisory Services
Pep
Small Business
Llp
Presentations
Pricing
Business Ethics
Waivers
Investment Performance
Marketing Materials
Pay
History
Resources
Tax
Checklists
Reviews
Calender
Materials
Software
Morningstar
Wealth Management
Sungard
Profiles
High Net Worth Individuals
Knowledge Base
Analytical Skill
Accountants
Cash
Financial Analysis
Questionnaires
Competitive Landscape
Equity
Lists
Mergers and Acquisitions
Combat
Traders
Securities
Databases
Customer Relationship Management

Steve Spitler Summary

Steve Spitler, based in Cincinnati, OH, US, is currently a Manager, Tax Proposal Operations at KPMG US. Steve Spitler brings experience from previous roles at American Structurepoint, Orion and U.S. Bank. Steve Spitler holds a BA in Men's Soccer @ Thomas More College. With a robust skill set that includes Collaborative Leadership, Proposal Management, Content Management, Marketing, Proposal Writing and more. Steve Spitler has 2 emails and 1 mobile phone numbers on RocketReach.