Stephen R. Caputo

Stephen R. Caputo Email and Phone Number

Retirement Benefit Examiner at the Board of Education Retirement System @ NYC Board of Education Retirement System
New York, United States
Stephen R. Caputo's Location
Brooklyn, New York, United States, United States
About Stephen R. Caputo

Career Summary: Proven Sales Professional with Thirty eight years experience in Institutional Investment, Retirement Services and Employee Benefits industry. Selling through Brokers, Intermediaries, and Direct to plan sponsors of 401k, Defined Benefit, and Group Insurance plans. Comfortable presenting to Senior Finance, Human Resource leaders, as well as CEO's, and Board members. Recognized for leadership skills in negotiation, alliance building, and business development.Specialties: Custody services, banking, contract management, client relations, customer service, direct marketing, financial reporting, Mutual funds, insurance products, investment management, leadership, legal documents, management training, marketing, marketing materials, product management, proposal writing, reports, sales, securities settlements, web site production,

Stephen R. Caputo's Current Company Details
NYC Board of Education Retirement System

Nyc Board Of Education Retirement System

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Retirement Benefit Examiner at the Board of Education Retirement System
New York, United States
Stephen R. Caputo Work Experience Details
  • Nyc Board Of Education Retirement System
    Retirement Benefit Examiner At The Board Of Education Retirement System
    Nyc Board Of Education Retirement System
    New York, United States
  • Nyc Board Of Education Retirement System
    Retirement Benefit Examiner At The Board Of Education Retirement System
    Nyc Board Of Education Retirement System Oct 2018 - Present
    Brooklyn, New York
    Providing expert advice to members of various NYC organized Labor unions that are contemplating retirement or formally retiring.
  • M&T Bank
    Vice President & Senior Trust Officer
    M&T Bank Mar 2007 - May 2018
    Greater New York City Area
    Selling and servicing retirement plans, Institutional Custody, group insurance, and other employer benefit services to corporate commercial clients, taft Hartley, and other related businesses. Top sales performer award, and member of our Presidents council.
  • North Fork Bank
    Vice President And Director
    North Fork Bank Jun 2004 - Mar 2007
    Greater New York City Area
    Retirement Plan Services Overall responsibility for developing and implementing a Retirement Plan program for bank clients in New York and New Jersey.Successfully negotiated selling agreements with 12 external partners.Launched bank wide marketing program to 360 branches, commercial lending, and private banking.Created marketing materials to be used internally and externally.Designed website initiative.Built a pipeline of 150 million in outstanding proposals.Closed 13 new cases with 25 million in assets.Hired new internal wholesalers.
  • Cigna Retirement And Investment Services
    Regional Vice President
    Cigna Retirement And Investment Services Apr 1999 - May 2004
    Greater New York City Area
    Sales Responsible for developing new business and relationships in the 1-50 million 401k, Defined Benefit, and Qualified plan arena. Selling and Marketing products in New York, New Jersey, Georgia and South Carolina.Directly responsible for generating over 200 million in new institutional sales.Created new Bank distribution channel, which lead to over 100 million in new plan assets.Created profitable broker distribution channels through direct marketing.Made Gold Circle - 2002.
  • Fleet Bank
    Vice President
    Fleet Bank Nov 1992 - Mar 1999
    Greater New York City Area
    Responsible for developing new businesses in the ERISA, Not for Profit, and Taft Hartley markets by offering a wide range of products which include, 401k plans, Investment Management, Institutional Trust and Custody services, and Planned Giving.Sold Institutional Trust Custody plan for 987 million.Developed Internal calling program for Preferred partner distribution of Qualified pension, and 401k plan assets.Twice Silver award recipient for outstanding sales achievement.
  • Fleet Bank
    Vice President
    Fleet Bank Mar 1987 - Mar 1999
    Greater New York City Area
    Managed mutual fund administrators, sold Custody services nationally, ran joint venture for 401k and group health plans in my career at First Jesey National which became Natwest, and Natwest became Fleet Bank.
  • Fleet Bank
    Vice President
    Fleet Bank Apr 1987 - Oct 1992
    Greater New York City Area
    Responsible for the overall relationship and product management for the Morgan Stanley/Dean Witter, and Merrill Lynch Asset Management mutual fund families. (Assets over 100 billion) Daily activities consisted of resolving portfolio securities, and relationship issues which were elevated from direct reports. Also charged with the introduction of new bank products and services deemed appropriate.Experienced team leader with 15 support staff and 4 account officers reporting to me.Received the Dalbar Distinguished Sevice award for outstanding customer service 1990.Expanded 2 largest client relationships by 25% in my 5 years as manager.
  • The Bank Of New York
    Mutual Fund Administrator
    The Bank Of New York Mar 1981 - Mar 1987
    Greater New York City Area
    Overall portfolio administration for 25 mutual fund accounts with 10 billion in assets. Acted as intermediary between the bank and accounts serviced as to transfers, dividends, redemptions, proxies, and all related Custody processing. This required extensive knowledge of all securities trading practices, currency trading and international settlements.

Stephen R. Caputo Skills

Asset Management Insurance Mutual Funds Banking Customer Relations Asset Managment Customer Service Wealth Management Investment Management Financial Services Equities Asset Allocation Securities Portfolio Management Retirement Commercial Banking Pensions 401k Retirement Planning Series 63 Investment Advisory Investments Loans Customer Relationship Management

Stephen R. Caputo Education Details

Frequently Asked Questions about Stephen R. Caputo

What company does Stephen R. Caputo work for?

Stephen R. Caputo works for Nyc Board Of Education Retirement System

What is Stephen R. Caputo's role at the current company?

Stephen R. Caputo's current role is Retirement Benefit Examiner at the Board of Education Retirement System.

What is Stephen R. Caputo's email address?

Stephen R. Caputo's email address is sc****@****mtb.com

What is Stephen R. Caputo's direct phone number?

Stephen R. Caputo's direct phone number is +164683*****

What schools did Stephen R. Caputo attend?

Stephen R. Caputo attended American Institute Of Banking, John Jay College (Cuny).

What are some of Stephen R. Caputo's interests?

Stephen R. Caputo has interest in Social Services, Children, Education, Environment, Disaster And Humanitarian Relief, Human Rights, Animal Welfare, Health.

What skills is Stephen R. Caputo known for?

Stephen R. Caputo has skills like Asset Management, Insurance, Mutual Funds, Banking, Customer Relations, Asset Managment, Customer Service, Wealth Management, Investment Management, Financial Services, Equities, Asset Allocation.

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