Steven Broadhead Email & Phone Number
VP, Client Operations @ Wealthspire Advisors
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Steven Broadhead Location
- New York, NY, US
Steven Broadhead Work
- 2025 -now VP, Client Operations @
- 2017 -2025 Assistant Vice President, Client Operations @
- 2016 -2017 Fund Accounting Administrator @
- 2015 -2016 Financial Analyst Intern @
Steven Broadhead Education
- State University of New York at New Paltz
Bachelor of Science (B.S.) (Accounting and Finance Association, American Marketing Association, Hawk Investment Club, New Paltz Club Baseball, New Paltz Rugby, Kappa Sigma)
2012-2016 - Monroe-Woodbury High School
(Varsity Baseball Captain, S.T.A.R.S (Students Teaching Aids Reduction Strategies), PTA Basketball)
2008-2012
Steven Broadhead Skills
- Leadership
- Logistics
- Microsoft Office
- Teamwork
- Microsoft Word
- Team Motivation
- Bloomberg Terminal
- Diligent
- Microsoft Excel
- Accounting
- Time Management
- Finance
- Team Leadership
- Customer Service
- Financial Analysis
- Payroll
Steven Broadhead Summary
- Steven Broadhead, based in New York, NY, US, is currently a VP, Client Operations at Wealthspire Advisors. Steven Broadhead brings experience from previous roles at Wealthspire Advisors, Amalgamated Bank and Palisades Federal Credit Union. Steven Broadhead holds a 2012 - 2016 Bachelor of Science (B.S.) in Accounting and Finance Association, American Marketing Association, Hawk Investment Club, New Paltz Club Baseball, New Paltz Rugby, Kappa Sigma @ State University of New York at New Paltz. With a robust skill set that includes Leadership, Logistics, Microsoft Office, Teamwork, Microsoft Word and more. Steven Broadhead has 1 emails on RocketReach.
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