Director
Current
Jul 2022 - Present
AeroLeads people directory · profile
Dan Steven Email & Phone Number
Director
at
InvestCloud, Inc.
2 work emails found
@bnymellon.com
3 phones found area 212 and 415
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Who is Dan Steven? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Dan Steven is listed as Director at InvestCloud, Inc., based in Red Bank, New Jersey, United States. AeroLeads shows a work email signal at bnymellon.com, phone signal with area code 212, 415, and a matched LinkedIn profile for Dan Steven.
Dan Steven previously worked as Vice President of Digital Client Solutions, BNY Mellon Wealth Management at Bny Mellon and Vice President- MSSB Strategy at Morgan Stanley. Dan Steven holds Bachelors, Marketing from Rutgers University - Newark.
Company email context
Email format at InvestCloud, Inc.
This section adds company-level context without repeating Dan Steven's masked contact details.
{first}.{last}@bnymellon.com
89% confidence
AeroLeads found 2 current-domain work email signals for Dan Steven. Compare company email patterns before reaching out.
Profile bio
About Dan Steven
* Highly motivated and experienced leader skilled in orchestrating business and growth strategy for major enterprise corporations, with focused subject matter expertise overseeing product development and management of digital solutions in the Financial Services industry. Skilled in the use of Agile methodologies* Offers a demonstrated record of results in a complex business environment. Skilled in team leadership, project management, and the cultivation of strong corporate cultures. Winner of multiple awards for developing groundbreaking online client portals for Fortune 500 companies* Visualizes broad situations and executes focused strategies through exceptional leadership, with a command of the details necessary to ensure the successful resolution of complex issues. Skilled in quick-thinking and devising creative solutions to complex problems, capturing increased efficiency and productivityAreas of Expertise:* Executive Management* Product Development* System Automation* Agile Transformation* Project Management* Process ImprovementCareer Achievements:* BNY Mellon - Oversaw the development and implementation of a new advisor workstation for Wealth Management that empowers financial advisors to more effectively manage their books of business. Directed a high-profile project to enable the reporting of client held away assets, supporting client net worth reporting and improving portfolio planning for advisors* Morgan Stanley - Executed the Insights Engine project, dedicated to innovating a groundbreaking service for the delivery of investment ideas tailored to the unique book of business and client portfolios of individual financial advisorsEmail me at dsteven68@yahoo.com or call me at (201) 988-0558.
Listed skills include Portfolio Management, Strategy, Equities, Fixed Income, and 12 others.
Current workplace
Dan Steven's current company
Company context helps verify the profile and gives searchers a useful next step.
4 roles
Dan Steven work experience
A career timeline built from the work history available for this profile.
Vice President Of Digital Client Solutions, Bny Mellon Wealth Management
Leads vision, strategy, and execution for all facets of the Digital Client Solutions practice at this Fortune 500 financial services corporation. Scope of accountability includes the development and implementation of a new advisor workstation for Wealth Management that empowers financial advisors to more effectively manage their books of business..
Nov 2012 - Jul 2022
Vice President- Mssb Strategy
A demonstrated record of success and achievement at this investment management company, marked by a promotion to a position of increased influence, authority, and accountability. Credited with consistently executing against goals and expectations.2010 to 2012: Vice President – MSBB Strategy GroupPromoted to serve as the Business Lead for the Insights.
May 2006 - Nov 2012
Vice President
Product Manager for the Merrill Lynch Online International Private Client site. Responsibilities and work experience included:- Worked closely with Branch Offices, Financial Advisors (FA’s), and internal business partners to identify client needs and strategic opportunities relating to the MLOL International platform.- Gathered and analyzed competitive.
Apr 1997 - May 2006
1 education record
Dan Steven education
-
Rutgers University - Newark
FAQ
Frequently asked questions about Dan Steven
Quick answers generated from the profile data available on this page.
What company does Dan Steven work for?
Dan Steven works for InvestCloud, Inc..
What is Dan Steven's role at InvestCloud, Inc.?
Dan Steven is listed as Director at InvestCloud, Inc..
What is Dan Steven's email address?
AeroLeads has found 2 work email signals at @bnymellon.com for Dan Steven at InvestCloud, Inc..
What is Dan Steven's phone number?
AeroLeads has found 3 phone signal(s) with area code 212, 415 for Dan Steven at InvestCloud, Inc..
Where is Dan Steven based?
Dan Steven is based in Red Bank, New Jersey, United States while working with InvestCloud, Inc..
What companies has Dan Steven worked for?
Dan Steven has worked for Investcloud, Inc., Bny Mellon, Morgan Stanley, and Merrill Lynch.
How can I contact Dan Steven?
You can use AeroLeads to view verified contact signals for Dan Steven at InvestCloud, Inc., including work email, phone, and LinkedIn data when available.
What schools did Dan Steven attend?
Dan Steven holds Bachelors, Marketing from Rutgers University - Newark.
What skills is Dan Steven known for?
Dan Steven is listed with skills including Portfolio Management, Strategy, Equities, Fixed Income, Securities, Business Analysis, Banking, and Risk Management.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial