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
- Director, Performance Services @ (August 2023 - Present)
- Vice President, Reporting @ (July 2022 - May 2023)
- Vice President, Team Leader - Prime Client Operations @ (November 2021 - July 2022)
- Vice President - Client Reporting Operations, Department Manager @ (September 2013 - November 2021)
- Vice President @ (July 2008 - September 2013)
- Vice President @ (June 2000 - January 2008)
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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