Steven Perlstein Email & Phone Number
VP of Global Business Development @ SmartAdv
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Steven Perlstein Location
- United States
Steven Perlstein Work
- 2024 -now VP of Global Business Development @
- 2021 -now Senior Financial Services Strategist and Compliance Advisor @ B/D Consulting Group
- 2023 -2023 Vice President of Business Development - Digital Products and Services @ Newbridge Financial Inc Newbridge Securities Corp
- 2019 -2021 Executive Director, Securities Brokerage Expansion @
- 2000 -2019 Founder and CEO @ MVP Financial, LLC (Aquired)
- 1999 -2000 Regional Sales Development Lead @ Andover Brokerage
- 1998 -1999 Regional Branch Sales Development Supervisor @ All-Tech Investment Group
- 1996 -1998 Customer Sales Acquisition and Retention @ GKN Securities
- 1994 -1996 Portfolio Management and Business Development Specialist @
Steven Perlstein Education
- New York University
(Financial Services Marketing)
2007-2007 - University of South Florida
B.A. (Business, Criminology)
1986-1991
Steven Perlstein Skills
- Trading
- Options
- Equity Trading
- Portfolio Management
- Electronic Trading
- FX Options
- Financial Services
- Strategy
- Investments
- Alternative Investments
- Securities
- FINRA
- Currency
- Asset Management
- Finance
- Series 7
- QuickBooks
- Financial Markets
- Series 24
- Managed Futures
- Brokerage
- Electronic Trading Systems
- Online Trading
- FX
- Equities
- Asset Managment
- Hedge Funds
- Capital Markets
- Start-ups
- Management Consulting
- Social Media
- Entrepreneurship
- Direct Sales
- Microsoft Excel
- Derivatives
- Strategic Planning
- Management
- Sales Presentations
- Banking
- Start Ups
- Business Development
- Wealth Management
- Asset Allocation
- Strategic Partnerships
- Training
- Marketing
- Structured Finance
- Sales Operations
- Retail Sales
- Leadership
- Customer Relationship Management Crm
- Sales
- English
- Microsoft Office
- Cryptocurrency
- Business Strategy
- Mergers and Acquisitions
- Customer Relationship Management
Steven Perlstein Summary
- Steven Perlstein, based in United States, is currently a VP of Global Business Development at SmartAdv. Steven Perlstein brings experience from previous roles at B/D Consulting Group, Newbridge Financial Inc Newbridge Securities Corp , Synapse and MVP Financial, LLC (Aquired) . Steven Perlstein holds a 2007 - 2007 New York University. With a robust skill set that includes Trading, Options, Equity Trading, Portfolio Management, Electronic Trading and more. Steven Perlstein has 1 emails and 2 mobile phone numbers on RocketReach.
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