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Stephen R. Caputo Email & Phone Number
Retirement Benefit Examiner at the Board of Education Retirement System
at
NYC Board of Education Retirement System
2 work emails found
@mtb.com
4 phones found area 646, 212, and 716
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Retirement Benefit Examiner at the Board of Education Retirement System
Location
Brooklyn, New York, United States
Who is Stephen R. Caputo? Overview
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Quick answer
Stephen R. Caputo is listed as Retirement Benefit Examiner at the Board of Education Retirement System at NYC Board of Education Retirement System, based in Brooklyn, New York, United States. AeroLeads shows a work email signal at mtb.com, phone signal with area code 646, 212, 716, and a matched LinkedIn profile for Stephen R. Caputo.
Stephen R. Caputo previously worked as Vice President & Senior Trust Officer at M&T Bank and Vice President and Director at North Fork Bank. Stephen R. Caputo holds Principles Of Banking, Commercial Banking from American Institute Of Banking.
Company email context
Email format at NYC Board of Education Retirement System
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{first_initial}{last}@mtb.com
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AeroLeads found 2 current-domain work email signals for Stephen R. Caputo. Compare company email patterns before reaching out.
Profile bio
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,
Listed skills include Asset Management, Insurance, Mutual Funds, Banking, and 20 others.
Current workplace
Stephen R. Caputo's current company
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Nyc Board Of Education Retirement System
AeroLeads page
9 roles
Stephen R. Caputo work experience
A career timeline built from the work history available for this profile.
Retirement Benefit Examiner At The Board Of Education Retirement System
CurrentProviding expert advice to members of various NYC organized Labor unions that are contemplating retirement or formally retiring.
Oct 2018 - Present
Vice President & Senior Trust Officer
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.
Mar 2007 - May 2018
Vice President And Director
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.
Jun 2004 - Mar 2007
Regional Vice President
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.
Apr 1999 - May 2004
Vice President
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.
Nov 1992 - Mar 1999
Vice President
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.
Mar 1987 - Mar 1999
Vice President
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.
Apr 1987 - Oct 1992
Mutual Fund Administrator
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.
Mar 1981 - Mar 1987
2 education records
Stephen R. Caputo education
Principles Of Banking, Commercial Banking
American Institute Of Banking
Justice, Police Science
FAQ
Frequently asked questions about Stephen R. Caputo
Quick answers generated from the profile data available on this page.
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 NYC Board of Education Retirement System?
Stephen R. Caputo is listed as Retirement Benefit Examiner at the Board of Education Retirement System at NYC Board of Education Retirement System.
What is Stephen R. Caputo's email address?
AeroLeads has found 2 work email signals at @mtb.com for Stephen R. Caputo at NYC Board of Education Retirement System.
What is Stephen R. Caputo's phone number?
AeroLeads has found 4 phone signal(s) with area code 646, 212, 716 for Stephen R. Caputo at NYC Board of Education Retirement System.
Where is Stephen R. Caputo based?
Stephen R. Caputo is based in Brooklyn, New York, United States while working with NYC Board of Education Retirement System.
What companies has Stephen R. Caputo worked for?
Stephen R. Caputo has worked for Nyc Board Of Education Retirement System, M&T Bank, North Fork Bank, Cigna Retirement And Investment Services, and Fleet Bank.
How can I contact Stephen R. Caputo?
You can use AeroLeads to view verified contact signals for Stephen R. Caputo at NYC Board of Education Retirement System, including work email, phone, and LinkedIn data when available.
What schools did Stephen R. Caputo attend?
Stephen R. Caputo holds Principles Of Banking, Commercial Banking from American Institute Of Banking.
What skills is Stephen R. Caputo known for?
Stephen R. Caputo is listed with skills including Asset Management, Insurance, Mutual Funds, Banking, Customer Relations, Asset Managment, Customer Service, and Wealth Management.
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