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Steve Boyle Email & Phone Number

Regional Manager at Edelman Financial Engines
Location: Los Angeles Metropolitan Area, United States, United States 7 work roles 2 schools
1 work email found @nb.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

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Work email s****@nb.com
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Current company
Edelman Financial Engines
Role
Regional Manager
Location
Los Angeles Metropolitan Area, United States, United States
Company size
1492 employees

Who is Steve Boyle? Overview

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Quick answer

Steve Boyle is listed as Regional Manager at Edelman Financial Engines, a company with 1492 employees, based in Los Angeles Metropolitan Area, United States, United States. AeroLeads shows a work email signal at nb.com and a matched LinkedIn profile for Steve Boyle.

Steve Boyle previously worked as Director Of Operations - Wescom Financial* at Wescom Credit Union and Global Investment Control Specialist at Capital Group. Steve Boyle holds Ba, Economics from Rutgers University.

Company email context

Email format at Edelman Financial Engines

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{first}.{last}@nb.com
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Profile bio

About Steve Boyle

Separately Managed Account / UMA / Mutual Fund wrap expert. Super-user on: APL / Vestmark / Axys / Salesforce / Salesvision.• Non-deposit investment products and services are offered through CUSO Financial Services, LP (“CFS”), a registered broker-dealer (Member FINRA www.finra.org/SIPC www.sipc.org) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Wescom Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. CFS representatives do not provide tax or legal guidance. For such guidance, please consult with a qualified professional.

Listed skills include Mutual Funds, Fixed Income, Trading, Asset Management, and 27 others.

Current workplace

Steve Boyle's current company

Company context helps verify the profile and gives searchers a useful next step.

Edelman Financial Engines
Edelman Financial Engines
Regional Manager
Los Angeles, CA, US
Website
edelmanfinancialengines.com
Employees
1492
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7 roles · 28 years

Steve Boyle work experience

A career timeline built from the work history available for this profile.

Director Of Operations - Wescom Financial*

Current
Wescom Credit Union

US

*Non-deposit investment products and services are offered through CUSO Financial Services

Feb 2019 - Present

Global Investment Control Specialist

Capital Group

Los Angeles, CA, US

Oversee outsourcing vendor relationships.

2015 - 2018 ~3 yrs

Vice President Sales Data Operations

Neuberger Berman

New York, NY, US

Aggregated and analyzed the inflow of custodial transaction records and all sales data for a large asset management firm. Created a real time sales data reporting platform used by sales teams, management and compensation division.

2012 - 2015 ~3 yrs

Chief Operating Officer

Tradition Capital Management

Oversee the operational infrastructure & coordinate compliance efforts

2011 - 2012 ~1 yr

Vice President / Operations

Jp Morgan

New York, NY, US

Designed and built the SMA & UMA operational processes for start up outsourcing business. Created workflows for new account setup, custodial reconciliation, compliance management, trade order processing, billing and performance reporting. Guided multiple large implementation initiatives. Frequent speaker at industry conferences.

2004 - 2010 ~6 yrs

Director Of Operations - Stratis

Bear Stearns

Started and built the operations for the sub-advised, direct advised and mutual fund wrap programs, each from the ground up. Managed a large staff grew the program from zero assets to one of the top sponsors.

1998 - 2004 ~6 yrs
Team & coworkers

Colleagues at Edelman Financial Engines

Other employees you can reach at edelmanfinancialengines.com. View company contacts for 1492 employees →

RF Robert Fenno Robert Fenno Colleague at Edelman Financial EnginesSpring, Texas, United States, United States View → LP Lavonne Patterson, Cfp®, Crpc® Lavonne Patterson, Cfp®, Crpc® Colleague at Edelman Financial EnginesWashington DC-Baltimore Area, United States View → RC Ryan Cosgrove, Crpc® Ryan Cosgrove, Crpc® Colleague at Edelman Financial EnginesLos Angeles, California, United States, United States View → LA Lee Antone Lee Antone Colleague at Edelman Financial EnginesBoston, Massachusetts, United States, United States View → AM Alex Moore Alex Moore Colleague at Edelman Financial EnginesChicago, Illinois, United States, United States View → JM Jodi M. Picht Jodi M. Picht Colleague at Edelman Financial EnginesMason City, Iowa, United States, United States View → GM Gary Mills, Cmfc®, Crpc® Gary Mills, Cmfc®, Crpc® Colleague at Edelman Financial EnginesLone Tree, Colorado, United States, United States View → EO Eric Olsen Eric Olsen Colleague at Edelman Financial EnginesGreater Richmond Region, United States View → AA Anthony Arriaran, Cfp® Anthony Arriaran, Cfp® Colleague at Edelman Financial EnginesScottsdale, Arizona, United States, United States View → MJ Michael Jergens Michael Jergens Colleague at Edelman Financial EnginesTroy, Michigan, United States, United States View →
2 education records

Steve Boyle education

Ba, Economics

Rutgers University

Executive Program Organizational Leadership

Thayer Leadership
FAQ

Frequently asked questions about Steve Boyle

Quick answers generated from the profile data available on this page.

What company does Steve Boyle work for?

Steve Boyle works for Edelman Financial Engines.

What is Steve Boyle's role at Edelman Financial Engines?

Steve Boyle is listed as Regional Manager at Edelman Financial Engines.

What is Steve Boyle's email address?

AeroLeads has found 1 work email signal at @nb.com for Steve Boyle at Edelman Financial Engines.

Where is Steve Boyle based?

Steve Boyle is based in Los Angeles Metropolitan Area, United States, United States while working with Edelman Financial Engines.

What companies has Steve Boyle worked for?

Steve Boyle has worked for Edelman Financial Engines, Wescom Credit Union, Capital Group, Neuberger Berman, and Tradition Capital Management.

Who are Steve Boyle's colleagues at Edelman Financial Engines?

Steve Boyle's colleagues at Edelman Financial Engines include Robert Fenno, Lavonne Patterson, Cfp®, Crpc®, Ryan Cosgrove, Crpc®, Lee Antone, and Alex Moore.

How can I contact Steve Boyle?

You can use AeroLeads to view verified contact signals for Steve Boyle at Edelman Financial Engines, including work email, phone, and LinkedIn data when available.

What schools did Steve Boyle attend?

Steve Boyle holds Ba, Economics from Rutgers University.

What skills is Steve Boyle known for?

Steve Boyle is listed with skills including Mutual Funds, Fixed Income, Trading, Asset Management, Alternative Investments, Portfolio Management, Wealth Management, and Equities.

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