Steven Edelman

Steven Edelman Email and Phone Number

Relationship Manager | Key Accounts @ Archway Group
Allendale, NJ, US
Steven Edelman's Location
Allendale, New Jersey, United States, United States
Steven Edelman's Contact Details

Steven Edelman work email

Steven Edelman personal email

n/a
About Steven Edelman

• SVP-level executive possessing over 20 years of comprehensive management experience • Relationship Service skills in the Financial Service and Technology industries • Results-oriented leader with a record of building teams with greater efficiency & productivity • Demonstrated ability to adapt and lead at increasing levels of responsibility • Successful business development, operations and P&L management • Strong communicator and influencer

Steven Edelman's Current Company Details
Archway Group

Archway Group

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Relationship Manager | Key Accounts
Allendale, NJ, US
Website:
archwaygroup.com
Employees:
120
Steven Edelman Work Experience Details
  • Archway Group
    Relationship Manager | Key Accounts
    Archway Group
    Allendale, Nj, Us
    View
  • Sei Family Office Services
    Managing Director | Institutional Relationships
    Sei Family Office Services Apr 2015 - Present
    Greater New York City Area
    SEI Family Office is at the forefront of the ultra-high net worth consolidated accounting, investment management and reporting industry, providing the most comprehensive and powerful solutions for empowering wealth management firms to more effectively and efficiently deploy, protect and grow client wealth.Our enterprise-grade software and outsourced service offerings have been purpose-built to serve the full universe of private wealth back-office and front-office needs through a single, integrated technology platform. The proprietary platform supports complex partnership, portfolio and internal accounting capabilities alongside client fee billing, investment management and multi-asset data aggregation. In addition, there is a mobile-enabled client portal through which a broad range of performance, allocation, and risk reporting can be generated. We serve clients that span the wealth management industry, with assets ranging from $20 million to over $20 billion, including many of the largest Single and Multi-Family Offices in the world, leading global Private Banks, Investment Advisors, Hedge Funds and CPA Firms.Specialties:Wealth Management Software, Data Aggregation, Portfolio Accounting, Performance / Risk Reporting, General Ledger Accounting, Partnership Accounting, Outsourced Reconciliation, Accounting, and Bill Payment Services.
    View
  • Private Client Resources, Llc
    Managing Director, Relationship Services
    Private Client Resources, Llc Mar 2007 - Apr 2015
    Wilton, Ct
    Private Client Resources (PCR) is the aggregation, reporting and service partner to leading Private Banks, Single and Multi-Family Offices, and RIAs. This unique positioning has allowed PCR to gain insight into the challenges and opportunities encountered by our clients and the High Net Worth (HNW) families they serve. PCR serves end-clients with assets that currently range from $20 million to over $800 million
    View
  • Datalan Corporation
    Director Of Operations; Human Resources
    Datalan Corporation 1997 - 2007
    White Plains, Ny
    DataLan Corporation, a Microsoft Gold Partner, provides information worker solutions, based on Microsoft SharePoint and Office technologies, enabling organizations to innovate and compete in a global economy. Responsible for Organizational Management, Human Resources, managing strategic projects and vendor relationships.
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Steven Edelman Skills

Management Leadership Portfolio Management Financial Services Strategy Business Development Vendor Management Wealth Management Process Improvement Hedge Funds Finance Alternative Investments Risk Management Executive Management Start Ups Business Process Improvement Project Management Crm Business Analysis Program Management Operations Management Financial Analysis Sharepoint Cross Functional Team Leadership Budgets Sales Analysis Product Management Change Management Customer Relationship Management Data Aggregation Performance Reporting Recruiting Employee Relations

Steven Edelman Education Details

Frequently Asked Questions about Steven Edelman

What company does Steven Edelman work for?

Steven Edelman works for Archway Group

What is Steven Edelman's role at the current company?

Steven Edelman's current role is Relationship Manager | Key Accounts.

What is Steven Edelman's email address?

Steven Edelman's email address is se****@****ces.net

What is Steven Edelman's direct phone number?

Steven Edelman's direct phone number is +120376*****

What schools did Steven Edelman attend?

Steven Edelman attended University At Albany, John Jay College (Cuny).

What skills is Steven Edelman known for?

Steven Edelman has skills like Management, Leadership, Portfolio Management, Financial Services, Strategy, Business Development, Vendor Management, Wealth Management, Process Improvement, Hedge Funds, Finance, Alternative Investments.

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