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@troweprice.com
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Stephen Bozeman is listed as Head of Commercialization at Lasso, based in Cockeysville, Maryland, United States. AeroLeads shows a work email signal at troweprice.com and a matched LinkedIn profile for Stephen Bozeman.
Stephen Bozeman previously worked as Head of Retirement Solutions Product Management at T. Rowe Price and Managing Director - Global Retirement Strategy at Blackrock. Stephen Bozeman holds Bachelor Of Science (Bs), Business Administration from Northeastern University.
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• Over 25 years experience in the institutional asset management business. Areas of experience include product management and initiative development, management, sales and client service. • Developed and managed pension outsourcing initiative at BGI. This required expertise in asset allocation, manager structure, and understanding and articulating the impact of the Pension Protection Act and FAS 158 on corporate plan sponsors.• Extensive experience in sales and client service with public and private pension funds (DB & DC), foundations, and endowments, • Featured speaker at conferences and quoted in CFO, Pensions & Investments, Financial Times, FinancialWeek, Treasury & Risk, and The Money Management Newsletter.
Listed skills include Asset Allocation, Investments, Mutual Funds, Investment Strategies, and 12 others.
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Head of Commercialization for GoalBased Investors, a FinTech platform that supports a community of Advisors and Investors who prioritize sharing information to achieve financial planning goals. I am responsible for commercialization efforts, specifically with asset manager partners on the platform.
Baltimore, Maryland, Us
Responsible for product strategy, product development, product management, and strategic messaging for T. Rowe Price's retirement product suite. Products include target date funds, retirement income products and digital advice solutions.Regular engagement with Management Committee on Retirement initiatives.Worked closely with Research, Investments and Distribution partners to understand market needs and align resources with commercial opportunities and risks.Support Intermediary, Retail, and Institutional distribution channels in US and abroad.
New York, Ny, Us
Responsible for commercializing BlackRock's Retirement products and technologies globally, including the iRetire tool. Product responsibilities include individual funds, target date funds, asset allocation strategies, in addition to CoRI index, tool, and fund licensing.
New York, Ny, Us
Senior Product Strategist responsible for positioning BlackRock's $70 billion target date fund franchise, LifePath. BlackRock's target date fund suite includes standard LifePath, custom and open architecture strategies, and LifePath Retirement Income.
Private Investor
New York, Ny, Us
Developed and led BGI's pension outsourcing platform, PensionSpan. Managed a team of 10, P&L, and overall strategy of the business. Founded initiative in 2005, performed all necessary market research, made multiple presentations to senior management during multi-step, internal approval process. Staffed team with operational, client support, and investment strategy personnel, and formally launched the business in Q2 07. Developed presentation and marketing materials and attended all client/prospect meetings. Also managed Client Connect, BGI's small institutional client service platform, which services 400 relationships, ~ $30 billion in AUM, and generates ~ $35 million in annual revenue.
New York, Ny, Us
Consistently delivered net new revenue averaging $3 million per year. Managed 25 institutional client relationships: corporate, public, and foundations and endowments. Managed relationship with external hedge fund-of-funds. Successfully sold the range of BGI investment products including: index, enhanced index, long/short strategies, active currency, LifeCycle funds. Member of Institutional Client Service Management Committee. Managed a pool of 9 Client Relationship Associates.
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Stephen Bozeman works for Lasso.
Stephen Bozeman is listed as Head of Commercialization at Lasso.
AeroLeads has found 1 work email signal at @troweprice.com for Stephen Bozeman at Lasso.
Stephen Bozeman is based in Cockeysville, Maryland, United States while working with Lasso.
Stephen Bozeman has worked for Lasso, T. Rowe Price, Blackrock, Porta Rosa, Llc, and Barclays Global Investors.
You can use AeroLeads to view verified contact signals for Stephen Bozeman at Lasso, including work email, phone, and LinkedIn data when available.
Stephen Bozeman holds Bachelor Of Science (Bs), Business Administration from Northeastern University.
Stephen Bozeman is listed with skills including Asset Allocation, Investments, Mutual Funds, Investment Strategies, Financial Services, Hedge Funds, Strategy, and Alternative Investments.
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