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.) (Finance)
2012 - 2016 - Monroe-Woodbury High School 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 Finance @ 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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