Steve Weissman Email & Phone Number
Director, Performance Services @ Fi-Tek Wealth Solutions
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Steve Weissman Location
- New York, NY, US
Steve Weissman Work
- 2023 - now Director, Performance Services @
- 2022 - 2023 Vice President, Reporting @
- 2021 - 2022 Vice President, Team Leader - Prime Client Operations @
- 2013 - 2021 Vice President - Client Reporting Operations, Department Manager @
- 2008 - 2013 Vice President @
- 2000 - 2008 Vice President @
Steve Weissman Education
- University at Buffalo
BA (International Business)
Steve Weissman Skills
- Hedge Funds
- Fixed Income
- Equities
- Prime Brokerage
- Financial Services
- Superior Client Service
- Performance Measurement
- Global Custody
- Cash Management
- Leadership
- Data Analysis
- Team Management
- Alternative Investments
- Bloomberg
- Securities
- Derivatives
- Middle Office
- Options
- Securities Lending
- Swaps
- Wealth Management
- FINRA
- Business Development
- Finance
- Strategic Planning
Steve Weissman Summary
- Steve Weissman, based in New York, NY, US, is currently a Director, Performance Services at Fi-Tek Wealth Solutions. Steve Weissman brings experience from previous roles at Mirador, Inc., J.P. Morgan, Morgan Stanley and JPMorgan. Steve Weissman holds a BA in International Business @ University at Buffalo. With a robust skill set that includes Hedge Funds, Fixed Income, Equities, Prime Brokerage, Financial Services and more. Steve Weissman has 2 emails and 1 mobile phone numbers on RocketReach.
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