Steven Collopy Email & Phone Number
COO, CCO and CFO Consultant
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Steven Collopy Location
- Glen Rock, NJ, US
Steven Collopy Work
- 2022 -now COO, CCO and CFO Consultant @ Self-employed
- 2017 -now CCO and COO and CFO @ DCM Advisors, LLC
- 2013 -2017 Chief Financial Officer and Financial and Operations Principal @ Lebenthal & Co
- 2000 -2013 Chief Financial Officer and Financial and Operations Principal @
- 1999 -2000 Financial Services Senior Tax Manager @
- 1986 -1997 Financial Services Senior Tax Manager @ Goldstein Golub & Kessler
Steven Collopy Education
- Manhattan University
BA (Accounting & Computer Information Systems)
- Paramus Catholic High School
Steven Collopy Skills
- Accounting
- Fixed Income
- Start Ups
- Portfolio Management
- Financial Modeling
- Capital Markets
- Tax
- Managerial Finance
- Investments
- Bloomberg
- Finance
- SEC filings
- Financial Services
- Equities
- Management Consulting
- Equity Research
- Investment Strategies
- Risk Management
- Asset Management
- Microsoft Excel
- Financial Analysis
- Private Equity
- Business Strategy
- Financial Reporting
- Due Diligence
- Trading
- Options
- Series 7
- Securities
- Hedge Funds
- Investment Management
- U.S. SEC Filings
- Treasury
- Internal Controls
- Restructuring
- Wealth Management
- Asset Allocation
- Strategy
- Financial Advisory
- Financial Statements
- Mergers and Acquisitions
- Business Development
- Cash Flow
- Management
- Banking
Steven Collopy Summary
- Steven Collopy, based in Glen Rock, NJ, US, is currently a COO, CCO and CFO Consultant at Self-employed. Steven Collopy brings experience from previous roles at DCM Advisors, LLC, Lebenthal & Co, Gilder Gagnon Howe & CO and BDO USA, LLP. Steven Collopy holds a BA in Accounting & Computer Information Systems @ Manhattan University. With a robust skill set that includes Accounting, Fixed Income, Start Ups, Portfolio Management, Financial Modeling and more. Steven Collopy has 2 emails and 2 mobile phone numbers on RocketReach.
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