Steve Messinger

Steve Messinger Email and Phone Number

President, Fund Solutions @ Sodali & Co
Walnut Creek, CA, US
Steve Messinger's Location
Greater Seattle Area, United States, United States
About Steve Messinger

Asset management leader with record of rolling up his sleeves to drive initiatives and enhance bottom-line performance across non-investment functions. Trusted problem solver and cool voice of reason who effectively navigates in high-pressure work environments to drive sound decision-making, engage and energize teams, and deliver results. Developed ETF products and operating models leveraging breadth of expertise with largest global sponsor of ETFs. Built distribution strategies and implemented sales and marketing programs combining mutual funds and ETFs.Now focused on building new proxy advisory and solicitation business targeting mutual funds, ETFs and closed-end funds

Steve Messinger's Current Company Details
Sodali & Co

Sodali & Co

View
President, Fund Solutions
Walnut Creek, CA, US
Website:
sodali.com
Employees:
491
Steve Messinger Work Experience Details
  • Sodali & Co
    President, Fund Solutions
    Sodali & Co
    Walnut Creek, Ca, Us
  • Bondbloxx Etf Trust
    Independent Trustee
    Bondbloxx Etf Trust Nov 2021 - Present
  • Morrow Sodali
    President, Fund Solutions
    Morrow Sodali Jul 2019 - Present
    New York, Ny, Us
    Manage DiCosta Partners, a proxy advisory and solicitation firm focused on registered funds (mutual funds, ETFs and closed-end funds), that is an affiliate of Morrow Sodali..
  • Blackrock
    Managing Director
    Blackrock Aug 2016 - Jul 2019
    New York, Ny, Us
    Steve served as the senior liaison with the US iShares ETFs board of trustees. He worked closely with the different teams that support the board and coordinated BlackRock's varied interactions with this independent body that controls the ETFs.
  • Beacon Consulting Group
    Managing Director
    Beacon Consulting Group May 2014 - Jun 2016
    Boston, Ma, Us
    Focused on helping asset managers grow and develop ETF businesses and supporting expansion on the West Coast. Advised leading active mutual fund manager on development of nontransparent active ETF products and operations.
  • Blackrock
    Chief Administrative Officer, Global Client Group
    Blackrock Mar 2011 - Jan 2014
    New York, Ny, Us
    Built 12-member global team in newly created role establishing operational infrastructure and smoothing post-merger integration efforts to set the stage for ongoing success of institutional, retail, and ETF businesses.
  • Blackrock
    Managing Director, Planning & Strategy, Ishares
    Blackrock Jun 2007 - Mar 2011
    New York, Ny, Us
    Hired as Principal with Barclays Global Investors (BGI) to upgrade operational infrastructure and support ongoing success of iShares family of products. Built and led 14-member team to manage global ETF operations, governance of US mutual fund board, and oversight of global service providers. Promoted to Managing Director in 2010.
  • Ernst & Young
    Senior Manager, Asset Management Advisory Practice
    Ernst & Young May 2005 - Jun 2007
    London, Gb
    Built West Coast asset management consulting practice, selling engagements and delivering advisory projects to prominent investment firms.
  • Deutsche Bank
    Director, Global Head Of Marketing & Client Service, Global Equity Research
    Deutsche Bank Aug 2001 - Dec 2004
    Frankfurt Am Main, Hessen, De
    In newly created position, built 15-member global marketing and client service team to tap into previously unexploited product distribution opportunities. Managed $22 million budget, leading initiatives to cost-effectively service 15,000+ institutional global clients via e-mail, web, video, print, and 3rd-party channels.
  • Morgan Stanley
    Executive Director, Ecommerce & Strategic Planning, Van Kampen Investments
    Morgan Stanley May 1998 - Aug 2001
    New York, Ny, Us
    Led 26-person business unit at Van Kampen Investments with $18 million budget overseeing strategic planning, product development and digital strategy including corporate web site.
  • Mercer Management Consulting (Now Oliver Wyman)
    Principal, Financial Services Industry Practice
    Mercer Management Consulting (Now Oliver Wyman) Sep 1994 - Apr 1998
    New York, Ny, Us
    Quickly advanced through consulting roles to partner level, ultimately managing teams of up to 40 clients and consultants in developing solutions for leading financial services firms.

Steve Messinger Skills

Strategy Management Financial Services Competitive Analysis Product Management Business Strategy Change Management Etfs Project Management Asset Management Management Consulting M&a Execution Strategic Planning Analysis Risk Management Cost Efficiency Crm Marketing Strategy Staff Development Strategic Negotiations Operations Management Sales Operations Performance Improvement Business Launch Leadership Investments Equities Mergers And Acquisitions Mutual Funds Board Governance Corporate Governance

Steve Messinger Education Details

  • The Wharton School
    The Wharton School
    Strategic Planning
  • Columbia | Sipa
    Columbia | Sipa
    Russian Studies
  • Brown University
    Brown University
    History

Frequently Asked Questions about Steve Messinger

What company does Steve Messinger work for?

Steve Messinger works for Sodali & Co

What is Steve Messinger's role at the current company?

Steve Messinger's current role is President, Fund Solutions.

What is Steve Messinger's email address?

Steve Messinger's email address is st****@****ock.com

What is Steve Messinger's direct phone number?

Steve Messinger's direct phone number is +141537*****

What schools did Steve Messinger attend?

Steve Messinger attended The Wharton School, Columbia | Sipa, Brown University.

What skills is Steve Messinger known for?

Steve Messinger has skills like Strategy, Management, Financial Services, Competitive Analysis, Product Management, Business Strategy, Change Management, Etfs, Project Management, Asset Management, Management Consulting, M&a Execution.

Who are Steve Messinger's colleagues?

Steve Messinger's colleagues are Charlene Magnard.

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