Steven Dorval Email & Phone Number

Steven Dorval Work

• 2025 -now Co-Founder and COO @ The Jade Platform
• 2023 -now Founder and CEO @ Dorval Advisory Group
• 2025 -now Sr. Innovation Advisor @ Massachusetts Bankers Association
• 2024 -now Sr. Executive in Residence @ MassChallenge
• 2024 -now Chief Revenue Officer (CRO) @ BCube Analytics Inc.
• 2021 -now Member @ TBD Angels
• 2025 -2025 Startup World Cup, Mentor @ Startup World Cup
• 2022 -2023 Head of Wealth Management and Insurance @ Powerlytics
• 2020 -2022 Head of Wealth and Asset Management @ Powerlytics
• 2019 -2022 Entrepreneur In Residence @ Worcester State University
• 2020 -2020 Executive In Residence @ AGP Ventures
• 2015 -2019 Head of Advice and Innovation, CEO of Twine @ John Hancock Financial Services
• 2014 -2015 Managing Director, Co-Head of Individual and Participant Experience @ New York Life Investment Management
• 2011 -2014 Managing Director, Head of Retirement and Investment Strategy @ New York Life Investment Management
• 2010 -2011 Managing Director, Head of DC Investments @ New York Life Investment Management
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• 2009 -2010 Managing Director, Head of Marketing, New Business Consulting and Investments @ New York Life Investment Management
• 2007 -2009 Managing Director, Head of Investment, Trust and Rollover Services @ New York Life Investment Management
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• 2003 -2007 Director and Managing Director, Investment Services @ New York Life Investment Management
• 2000 -2003 Senior Investment Consultant @ New York Life Investment Management
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• 1999 -2000 Senior Investment Analyst @ New York Life Investment Management
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• 1997 -1999 Quantitative and Operations Analyst @ Dewey Square Investors Corporation
• 1996 -1997 Portfolio Accountant @ State Street
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• 1995 -1996 Compliance Officer @ U.S. Department of Labor