Steve Boyle

Steve Boyle Email and Phone Number

Regional Manager @ Edelman Financial Engines
Los Angeles, CA, US
Steve Boyle's Location
Los Angeles Metropolitan Area, United States, United States
Steve Boyle's Contact Details

Steve Boyle personal email

n/a
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.

Steve Boyle's Current Company Details
Edelman Financial Engines

Edelman Financial Engines

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Regional Manager
Los Angeles, CA, US
Website:
edelmanfinancialengines.com
Employees:
1492
Steve Boyle Work Experience Details
  • Edelman Financial Engines
    Regional Manager
    Edelman Financial Engines
    Los Angeles, Ca, Us
    View
  • Wescom Credit Union
    Director Of Operations - Wescom Financial*
    Wescom Credit Union Feb 2019 - Present
    Us
    *Non-deposit investment products and services are offered through CUSO Financial Services
    View
  • Capital Group
    Global Investment Control Specialist
    Capital Group 2015 - 2018
    Los Angeles, Ca, Us
    Oversee outsourcing vendor relationships.
    View
  • Neuberger Berman
    Vice President Sales Data Operations
    Neuberger Berman 2012 - 2015
    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.
    View
  • Tradition Capital Management
    Chief Operating Officer
    Tradition Capital Management 2011 - 2012
    Oversee the operational infrastructure & coordinate compliance efforts
  • Jp Morgan
    Vice President / Operations
    Jp Morgan 2004 - 2010
    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.
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  • Bear Stearns
    Director Of Operations - Stratis
    Bear Stearns 1998 - 2004
    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.

Steve Boyle Skills

Mutual Funds Fixed Income Trading Asset Management Alternative Investments Portfolio Management Wealth Management Equities Financial Services Asset Managment Series 7 Securities Investments Strategic Planning Risk Management Hedge Funds Investment Management Due Diligence Asset Allocation Investment Strategies Private Equity Capital Markets Bloomberg Series 63 Strategic Financial Planning Program Development Financial Markets Investment Advisory Trading Systems Crm Financial Planning

Steve Boyle Education Details

  • Rutgers University
    Rutgers University
    Economics
  • Thayer Leadership
    Thayer Leadership
    Executive Program Organizational Leadership

Frequently Asked Questions about Steve Boyle

What company does Steve Boyle work for?

Steve Boyle works for Edelman Financial Engines

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

Steve Boyle's current role is Regional Manager.

What is Steve Boyle's email address?

Steve Boyle's email address is steve.boyle@nb.com

What schools did Steve Boyle attend?

Steve Boyle attended Rutgers University, Thayer Leadership.

What skills is Steve Boyle known for?

Steve Boyle has skills like Mutual Funds, Fixed Income, Trading, Asset Management, Alternative Investments, Portfolio Management, Wealth Management, Equities, Financial Services, Asset Managment, Series 7, Securities.

Who are Steve Boyle's colleagues?

Steve Boyle's colleagues are Priya Jag, Cheryl Langston Cfp, Shalini Patnaik, Corey Fast, Cfp, Ronda Woodbury, Crpc, Chad Kasper, Crpc®, Chsnc®, Joy Coronel.

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