Zvi Steinberg Email & Phone Number
Senior Director, US Operations @ 21X - European DLT Exchange
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Zvi Steinberg Location
- New York, NY, US
Zvi Steinberg Work
- Senior Director, US Operations @ (August 2026 - Present)
- Director and Head of Operations @ (May 2025 - August 2026)
- Principal and Director of Back Office Operations @ (February 2024 - May 2025)
- Senior Operations Specialist @ (February 2024 - February 2025)
- Senior Investor and Client Representative @ (January 2022 - February 2024)
- Investment Counselor @ (January 2021 - January 2022)
- Financial Advisor @ (November 2015 - December 2020)
Zvi Steinberg Education
- Yeshiva University
Bachelor's degree (Finance)
2010-2014
Zvi Steinberg Skills
- AMLS
- Account Management
- Alternative Investments
- Anti-Money Laundering
- Asset Management
- Banking
- Broker-Dealer Compliance
- Broker-Dealer Operations
- Business Development
- CRM Software
- Capital Markets
- Cat reporting
- Client Relations
- Client Services
- Collaborative Problem Solving
- Communication
- Conflict
- Conflict Management
- Consulting
- Control Room
- Customer Engagement
- Customer Experience
- Customer Relationship Management (CRM)
- Customer Retention
- Customer Satisfaction
- Customer Success
- Due Diligence
- Equity Trading
- FINRA
- Finance
- Financial Analysis
- Financial Services
- Fixed Income
- General Securities Principal
- Internal Audits
- Internal Communications
- Interpersonal Skills
- Investment Advisory Services
- Investment Banking
- Investment Management
- Investment Strategies
- Investments
- Investor Relations
- KYC
- Microsoft Excel
- Microsoft Office
- Microsoft Outlook
- Microsoft PowerPoint
- New Business Development
- Operations Management
- Options Strategies
- Organizational Effectiveness
- Portfolio Management
- Presentations
- Private Equity
- Problem Solving
- Project Management
- Regulatory Compliance
- Regulatory Examinations
- Research Skills
- Retirement Planning
- Risk Management
- SQL
- Salesforce
- Salesforce.com
- Series 24
- Series 7
- SharePoint
- Start up
- Strategy
- Subscription Documents
- Subscriptions
- Supervisory Management
- Team Leadership
- U.S. Office of Foreign Assets Control (OFAC)
- Wealth Management Services
- Wealthscape
- Working with Investors
- Writing
- Written Communication
- compliance
Zvi Steinberg Summary
- Zvi Steinberg, based in New York, NY, US, is currently a Senior Director, US Operations at 21X. Zvi Steinberg brings experience from previous roles at uSmart Capital LLC, Dominari Securities and New York Life Investments. Zvi Steinberg holds a 2010 - 2014 Bachelor's degree in Finance @ Yeshiva University. With a robust skill set that includes AMLS, Account Management, Alternative Investments, Anti-Money Laundering, Asset Management and more. Zvi Steinberg has 1 emails and 1 mobile phone numbers on RocketReach.
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