Steven Duffy Email & Phone Number

Berwyn, Pa

Help build out, implement, and execute the strategic planning processes for ENV, including the annual plan refresh, quarterly business and strategic plan reviews, monthly report outs and business prioritization process.

Berwyn, Pa

As Program Manager for the Envestnet Insurance Exchange (iX), worked with Envestnet product and development resources and partners at Fiduciary Exchange (FIDx) to design, develop, and implement integrated iX capabilities for advisors to sell annuities alongside managed accounts through the Envestnet platform.Responsible for all initial firm implementations of the iX, including configuration setup and product options, client relationship management, issue escalation and resolution.Subject matter expert (SME) for iX capabilities - worked with Product team to develop and document procedures, and provided training for project management, implementation, conversion, and client service team members to build a bench of talent for future iX projects.Coordinated with FIDx and insurance carriers, as well as annuity order entry (AOE) and outsourced insurance desk (OID) partners for testing and implementation of annuity products, new platform enhancements and fixes. Managed the Strategic Product Initiative for Envestnet's efforts to build out capabilities to better support Trust clients. Ran multiple concurrent client projects, coordinating the internal Envestnet and client team's efforts to onboard new firms, setup new programs and/or capabilities on the Envestnet platform. Managed the client's expectations and coordinated resources to resolve issues and reach a successful project conclusion.

King Of Prussia, Pa

Managed project efforts on behalf of IMG business teams and coordinated with IT resources to achieve business objectives within time and budget constraints. Hired and managed the Information Management Team's new associate. Defined and implemented a process for the Business Administration Team's engagements with other IMG teams. Responsible for business continuity planning for IMG office in KOP with approximately 100 associates.

King Of Prussia, Pa

Led projects to launch new programs and develop custom system enhancements for mutual fund wrap (MFW), separately managed account (SMA), and unified managed account (UMA) programs from initial request through requirements gathering, development, testing and implementation. As a member of the Product team, coordinated design, development, investment research, marketing, legal and compliance efforts to launch new clients’ managed investments programs. Coordinated internal and client teams across multiple U.S. and international locations. Managed client relationships through interactions with clients' senior leaders through front-line staff. Delivered projects to meet compliance and regulatory requirements on time. Consistently displayed and was recognized for strong interpersonal and communication skills.

Philadelphia, Pa

Led IT, Accounting, Contracts, Claims and Finance teams to develop system enhancements and resolve issues. Responsible for design, testing and verification of system enhancements and corrections. Assisted in process design and development of an application to track system changes in compliance with audit requirements. Documented system changes, created training materials and conducted training sessions for ACE Reinsurance Services employees.

New York, Ny

Proven expertise in strategic analysis and development of effective strategies for the high net worth and retirement markets. Worked with over 20 leading financial services firms, including investment managers, private banks, online brokerage, regional banks and insurance companies. Responsible for the development of customized financial models for all consulting and M&A engagements. Trained consultants and analysts in financial modeling and valuation techniques. Developed and delivered presentations for client engagements and industry conferences.

Philadelphia, Pa

Researched claims and notified reinsurers of claim reserves and actual liabilities. Negotiated with all levels of reinsurers' management to resolve issues and collect outstanding receivables. Initiated multiple projects to identify and resolve outstanding claims. Provided training and guidance to new employees.

Master Of Business Administration (M.B.A.), Concentration In Finance And Strategic Planning

Completed MBA program in 11 months Awarded Katz Business Alliance Fellowship, a scholarship and stipend that covered 80% of tuition Winner.

Bachelor’S Degree, Dual Major In Finance And Economics, Minor In International Studies

Graduated Magna Cum Laude and with General University Honors Awarded National Merit Finalist Scholarship