Managing Director
CurrentLead both the Wealth Hub platform and Alpha Managed Account Services Groups.
Aug 2023 - Present
AeroLeads people directory · profile
Steve Pike Email & Phone Number
Managing Director, Wealth Hub and SMA Services
at
Charles River Development
1 work email found
@crd.com
2 phones found area 617
LinkedIn matched
4 data sources
Profile completeness 100%
Current company
Role
Managing Director, Wealth Hub and SMA Services
Location
Marblehead, Massachusetts, United States
Company size
Who is Steve Pike? Overview
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Quick answer
Steve Pike is listed as Managing Director, Wealth Hub and SMA Services at Charles River Development, a company with 1005 employees, based in Marblehead, Massachusetts, United States. AeroLeads shows a work email signal at crd.com, phone signal with area code 617, and a matched LinkedIn profile for Steve Pike.
Steve Pike previously worked as Managing Director at Charles River Development and Managing Director of Wealth Hub at Charles River Development. Steve Pike holds Mba, Finance from Suffolk University - Sawyer Business School.
Company email context
Email format at Charles River Development
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{first_initial}{last}@crd.com
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AeroLeads found 1 current-domain work email signal for Steve Pike. Compare company email patterns before reaching out.
Profile bio
About Steve Pike
Experienced executive with successful track record bringing new business segments, innovative products and programs to market. Oversee day to day business segment operations which lead to efficiency and client satisfaction. Broad program management experience including strategic planning, product development, and project management resulting in business segment growth and profitability. Created structure to allow new business segments and products to grow to maturity. Skilled in marketing, quality management, service excellence, team management, sales and relationship management support and vendor management.
Listed skills include Series 7, Series 63, Mutual Funds, Financial Services, and 1 others.
Current workplace
Steve Pike's current company
Company context helps verify the profile and gives searchers a useful next step.
Charles River Development
8 roles · 41 years
Steve Pike work experience
A career timeline built from the work history available for this profile.
Managing Director Of Wealth Hub
Responsible for leading and overseeing the Charles River Wealth Hub service and technology offering. Responsible for Program Sponsor installations, asset manager contracting & on-boarding targets, and Service Bureau relationships.
Apr 2020 - Oct 2023
Property Management
Current
Jan 2018 - Present
Sr. Manager, Wealth Management Product
- Was responsible for the overall High Net Worth client product strategy for TD Ameritrade Institutional. Assisted with the product launching of a donor advised fund (DAF). Was responsible for developing the online.
- Developing the Principal and Income Trust platform for Financial Advisors and their clients.
- Managing the… Show more Was responsible for the overall High Net Worth client product strategy for TD Ameritrade Institutional. Assisted with the product launching of a donor advised fund (DAF). Was responsible for.
- Managing the Advisor Private Wealth Trust product.
- Managing the TDA Institutional 10B5-1 plan program Show less
Jan 2019 - Apr 2020
Vice President Program Management, Family Office
Managed the day to day activity for the Multi Family Office (MFO) business segment that focuses on $1B+ registered investment advisors whose clients are ultra-high net worth (UHNW) families over $200M.Developed and launched the segment in 2010. Accountabilities included business development, pricing, project management, and large client issue resolution..
2011 - Sep 2017
Vice President Program Management, Ria Segment
Led large strategic programs across the company and managed the ultra high net worth segment (UHNW). Developed the UHNW service model. Partnered with the RM and Sales team to develop leads.
2006 - 2011
~5 yrs
Sr. Director Of Product Development, Investment Products
- Developed, launched and managed three successful investment products for Registered Investment Advisors and Trust Companies.
- Launched and managed the Trust Custody product.
- Developed, launched and managed turnkey separate account and mutual fund wrap products
- Managed complex projects working with multiple cross-functional teams. ADDITIONAL RELEVANT FIDELITY INVESTMENTS EXPERIENCE (1985 - 2001)… Show more Developed, launched and managed three successful investment products.
- Managed complex projects working with multiple cross-functional teams. ADDITIONAL RELEVANT FIDELITY INVESTMENTS EXPERIENCE (1985 - 2001) Director of Customer Research and Integrated Marketing, Fidelity Institutional.
2001 - 2006
~5 yrs
Fidelity Investments
ADDITIONAL RELEVANT FIDELITY INVESTMENTS EXPERIENCE (1985 - 2001) Director of Customer Research and Integrated Marketing, Fidelity Institutional Director of Business Development, Fidelity Retail Electronic Commerce National Quality Manager, Fidelity RetailNew Accounts Manager, 50 reports, Fidelity RetailPremium Account Executive, Fidelity Retai
1985 - 2001
~16 yrs
Team & coworkers
Colleagues at Charles River Development
Other employees you can reach at crd.com. View company contacts for 1005 employees →
AP
Asmita Patel
Colleague at Charles River Development
Bedford, Massachusetts, United States, United States
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BC
Brian Cunningham
Colleague at Charles River Development
Newton Centre, Massachusetts, United States, United States
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AM
Anshul Maheshwari
Colleague at Charles River Development
Raisen, Madhya Pradesh, India, India
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DT
Denise Thompson
Colleague at Charles River Development
Burlington, Massachusetts, United States, United States
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AS
Alex Santosa
Colleague at Charles River Development
Greater Melbourne Area, Australia
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SH
Shahla Haque
Colleague at Charles River Development
London, England, United Kingdom, United Kingdom
View →
PR
Patrick Ryan
Colleague at Charles River Development
Burlington, Massachusetts, United States, United States
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RC
Ruby Chiu
Colleague at Charles River Development
Boston, Massachusetts, United States, United States
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MS
Marcel Sammut
Colleague at Charles River Development
Milton, Ontario, Canada, Canada
View →
DT
Diane Tormey
Colleague at Charles River Development
Needham, Massachusetts, United States, United States
View →
Asmita Patel
Colleague at Charles River Development
Bedford, Massachusetts, United States, United States
View →
BC
Brian Cunningham
Colleague at Charles River Development
Newton Centre, Massachusetts, United States, United States
View →
AM
Anshul Maheshwari
Colleague at Charles River Development
Raisen, Madhya Pradesh, India, India
View →
DT
Denise Thompson
Colleague at Charles River Development
Burlington, Massachusetts, United States, United States
View →
AS
Alex Santosa
Colleague at Charles River Development
Greater Melbourne Area, Australia
View →
SH
Shahla Haque
Colleague at Charles River Development
London, England, United Kingdom, United Kingdom
View →
PR
Patrick Ryan
Colleague at Charles River Development
Burlington, Massachusetts, United States, United States
View →
RC
Ruby Chiu
Colleague at Charles River Development
Boston, Massachusetts, United States, United States
View →
MS
Marcel Sammut
Colleague at Charles River Development
Milton, Ontario, Canada, Canada
View →
DT
Diane Tormey
Colleague at Charles River Development
Needham, Massachusetts, United States, United States
View →
2 education records
Steve Pike education
Mba, Finance
Bachelor Of Science - Bs, Marketing
FAQ
Frequently asked questions about Steve Pike
Quick answers generated from the profile data available on this page.
What company does Steve Pike work for?
Steve Pike works for Charles River Development.
What is Steve Pike's role at Charles River Development?
Steve Pike is listed as Managing Director, Wealth Hub and SMA Services at Charles River Development.
What is Steve Pike's email address?
AeroLeads has found 1 work email signal at @crd.com for Steve Pike at Charles River Development.
What is Steve Pike's phone number?
AeroLeads has found 2 phone signal(s) with area code 617 for Steve Pike at Charles River Development.
Where is Steve Pike based?
Steve Pike is based in Marblehead, Massachusetts, United States while working with Charles River Development.
What companies has Steve Pike worked for?
Steve Pike has worked for Charles River Development, Capelagoon Llc, Td Ameritrade Institutional, and Fidelity Investments.
Who are Steve Pike's colleagues at Charles River Development?
Steve Pike's colleagues at Charles River Development include Asmita Patel, Brian Cunningham, Anshul Maheshwari, Denise Thompson, and Alex Santosa.
How can I contact Steve Pike?
You can use AeroLeads to view verified contact signals for Steve Pike at Charles River Development, including work email, phone, and LinkedIn data when available.
What schools did Steve Pike attend?
Steve Pike holds Mba, Finance from Suffolk University - Sawyer Business School.
What skills is Steve Pike known for?
Steve Pike is listed with skills including Series 7, Series 63, Mutual Funds, Financial Services, and Series 8.
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