Steven Broadhead Email & Phone Number
VP, Client Operations @ Wealthspire Advisors
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Steven Broadhead Location
- New York, NY, US
Steven Broadhead Work
- VP, Client Operations @ (March 2025 - Present)
- Assistant Vice President, Client Operations @ (March 2017 - April 2025)
- Fund Accounting Administrator @ (July 2016 - March 2017)
- Financial Analyst Intern @ (June 2015 - July 2016)
Steven Broadhead Education
- SUNY New Paltz
Bachelor of Science (B.S.) (Finance)
2012-2016 - Monroe-Woodbury High School 2008-2012
Steven Broadhead Skills
- Accounting
- Bloomberg Terminal
- Customer Service
- Diligent
- Finance
- Financial Analysis
- Leadership
- Logistics
- Microsoft Excel
- Microsoft Office
- Microsoft Word
- Payroll
- Team Leadership
- Team Motivation
- Teamwork
- Time Management
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 Finance @ SUNY New Paltz. With a robust skill set that includes Accounting, Bloomberg Terminal, Customer Service, Diligent, Finance and more. Steven Broadhead has 1 emails on RocketReach.
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