Skyler Steinke Email & Phone Number

Omaha, NE, US

Palo Alto, California, US

DwellFi is redefining asset management with state-of-the-art AI, blockchain, and tokenization technologies. OurSOC-2, Type 2 SaaS platform caters to a diverse client base, including PE/RE/VC Funds, Hedge Funds, FundAdministrators, and LPs, adapting to the dynamic needs of the market.DwellFi's solutions are at the forefront of tackling key industry.

Help fund managers, service providers, and consultants connect and share valuable insights and trends via the Alt Funds Network Podcast-Provide global advisory and consultation services-Fund launch services from traditional and digital asset funds-Assist fund managers with vender/ service provider due diligence and selection- Build digital marketing.

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Director of Business Development, focused on leveraging my extensive experience in the financial services industry to drive growth and expand the company's global footprint. Trident Trust is a leading provider of fund administration services, including fund formation and structuring, accounting, investor services, regulatory compliance, and corporate.

New York, NY, US

Stonegate Global is a technology-focused and innovative leader in fund administration, global advisory and fund structuring for crypto funds, hedge funds, venture capital funds, real estate funds and private equity funds. Stonegate Global specializes in servicing DeFi crypto funds involved in staking, yield farming, lending platforms and liquidity.

Downers Grove, Illinois, US

• Drive organizational volume and revenue growth with global institutional and high net worth clients. Own the strategic direction and go-to-market strategy, including the ideal customer segment, roadmap, value.
• $5M pipeline built by generating 100+ new leads for the latest sales division by qualifying and prioritizing leads efficiently and intelligently.
• Recognized as the premier fund administrator in the crypto space by orchestrating the increase in brand awareness and expansion, utilizing a network of 200+ industry partners.
• 2021 record sales attained by increasing pipeline using an extensive list of contacts and working with marketing to put together a crypto fund launch series.Competencies: Alternative Payments (Digital Wallets, BNPL.

Cincinnati, OH, US

• Researched, identified, and educated new business and partnership opportunities to grow the organization’s presence in a broader market. Originated and closed new client opportunities, focused on high net worth.
• $3.5B lift in assets unlocked by creating, optimizing, and maintaining sales, support, and CRM processes, helping the business scale.
• $10M pipeline built by understanding the challenges institutional clients have in investing in this asset class; delivered a white-glove experience to every client.Competencies: Alternative Payments (Digital Wallets.

Cincinnati, OH, US

• Started a new division focused on hedge fund, private equity, and managed account products for high net-worth individuals, institutional investors, pension plans, and endowments. Implemented and refined strategy, drove.
• $7.6M in new channel revenue earned by identifying sales opportunities, engaging clients, and upselling existing clients; implemented strategy for cryptocurrency partnerships.
• 62% close rate won by collaborating across marketing, product, customer success, compliance, and technology teams to improve the customer experience continuously.Competencies: Alternative Payments (Digital Wallets.

Cincinnati, OH, US

• Focused on mutual fund and hedge fund sales to registered investment advisors for the Southeast region. Led the partnership program with key players, covering the complete process of partner identification, business.
• 120% expansion in partner referrals achieved by assessing the activities of competitors to satisfy and retain clients proactively.Competencies: Alternative Payments (Digital Wallets, BNPL, Fast Payments.

Cincinnati, OH, US

• Qualified and quoted prospects while supporting three external wholesalers, generating leads, and growing the sales pipeline. Customized traditional financial services products for client and market needs. Researched.
• $13.4M sales revenue reached by building cases around market opportunities and partnerships, including strategy development, market segmentation, competitive analysis, and financial analysis; exceeded team goal by.

Omaha, Nebraska, US

I provided operational oversight of third-party vendor, Upromise Inc., meeting all short-term project goals. In this role, I also facilitated and oversaw conversion from UBT to First National.

Hauppauge, NY, US

I provided operational support to brokers and clients with all facets of mutual funds and hedge fund products. I facilitated all transfers of assets requests from other financial institutions to mutual funds at the Gemini Transfer Agency daily, processed financial transactions, and addressed legal requirements pertaining to liquidation or re-registration.

Boston, MA, US

I assisted shareowners and brokers with mutual fund account documentation and resolved problems with legal documentation and financial transactions. Key Accomplishments:►Educated brokers and shareowners by providing detailed information for over 60 mutual funds and financial products conveying complex product knowledge in a simple-to-understand.

Omaha, NE, US

Served as a New Accounts Specialist resolving problems for over one hundred customers dailyAddressed questions and assisted customers with legal documentation and the process of opening new brokerage accounts.Resolved problems with transferring of accounts and required paperwork to change brokerage accounts.Educated customers on different financial.