Steve Wasserman Email & Phone Number
Vice President @ AllianceBernstein
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Steve Wasserman Location
- New York, NY, US
Steve Wasserman Work
- 2022 -now Vice President @
- 2018 -now RFP and Marketing Consultant @
- 2017 -2017 Director, Marketing Services @
- 2010 -2016 Director, Institutional Distribution @
- 2009 -2010 Consultant @ Signal Strategic Advisors
- 2000 -2009 Managing Director - Marketing, Client Service @
- 1999 -2000 First Vice President - Product Management @ Mitchell Hutchins Asset Management
- 1999 -1999 Vice President - Marketing @ IBJ Whitehall Asset Management
- 1995 -1998 Vice President - Marketing @
Steve Wasserman Education
- Pace University
Master of Business Administration (M.B.A.) (Business Economics)
- SUNY at Albany
Bachelor’s Degree (Math and Finance)
Steve Wasserman Skills
- Client Services
- Investor Relations
- Investment Management
- Product Management
- Investments
- Separately Managed Accounts
- Marketing Strategy
- Client Relations
- Project Management
- Product Development
- Equities
- Asset Allocation
- Fixed Income
- Mutual Funds
- Hedge Funds
- Alternative Investments
- Asset Managment
- Investment Advisory
- Private Placements
- Wealth Management
- Investment Strategies
- Fund Of Funds
- Series 7
- Series 24
- Salesforce.com
- Series 63
- Asset Management
- Financial Services
- Institutional Investments
- Capital Markets
- Private Equity
- Equity Valuation
- Strategy
- Cross-functional Team Leadership
- customer relationship management (CRM)
- Marketing
- Business Development
- Management
- Microsoft Office
- Leadership
- Business Process Improvement
- Microsoft Excel
- PowerPoint
- Sales
- Bloomberg
- Signal
- Cross Functional Team Leadership
- Customer Relationship Management Crm
- Social Media
- Customer Service
- Mathematics
- Financial Advisory
- Positioning
- Team Building
- Consulting
- Market
- Fixed Annuities
- Prospects
- Rias
- Contrarian
- Infrastructure
- Insurance
- Expenses
- CAP
- Business Economics
- Selling
- Net
- Competitive Analysis
- Finance
- Zephyr
- Support Teams
- WINS
- Business Administration
- Sales and Marketing
- Real Estate
- Legal
- Data Conversion
- Webinars
- Global Investment
- Revenue
- Science
- Short
- Funding
- Fee Schedules
- CRM
- Contact Management
- Commentary
- Retirement Planning
- Messaging
- Networking
- Portfolio Management
- Cross Selling
- Entry
- System
- Business Services
- Relationship Management
- Project Leadership
- Offering
- Reports
- Farmland
- Reaching
- Strategies
- FINRA
- UCITS
- High Yield
- Corporate Governance
- Business Management
- Streamline
- Reporting
- Capital
- Campaigns
- Hospitals
- Structured Products
- Pensions
- Jersey
- Direct Lending
- Private Debt
- RFP
- Communication
- Endowments
- Sales Management
- Operations
- Visibility
- Exceptions
- Credit
- Pitch Books
- Investment Advisory Services
- Contractual Agreements
- Launching
- Representation
- ETFs
- Risk Tolerance
- Losses
- Presentations
- Suitability
- Pricing
- Chartered Financial Analyst
- Japanese
- Regulations
- Separate Accounts
- Distribution
- Banking
- Efficient
- Executive Management
- Defined Contribution
- Trust
- New York
- Wrap
- Guidelines
- Compliance
- Addressing
- Rate
- Collateral
- Defined Benefit
- Onboarding
- Invoicing
- Legal Documents
- Due Diligence
- Foundations
- Evaluation
- Fixed Income Portfolio Management
- Strength Training
- Databases
- Customer Relationship Management
Steve Wasserman Summary
- Steve Wasserman, based in New York, NY, US, is currently a Vice President at AllianceBernstein. Steve Wasserman brings experience from previous roles at AllianceBernstein, Muzinich & Co, Guggenheim Partners and Signal Strategic Advisors. Steve Wasserman holds a Master of Business Administration (M.B.A.) in Business Economics @ Pace University. With a robust skill set that includes Client Services, Investor Relations, Investment Management, Product Management, Investments and more. Steve Wasserman has 2 emails and 2 mobile phone numbers on RocketReach.
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Top AllianceBernstein Employees
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Cathy Spencer
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