Enrolled Agent
Steven M. Kass, Ea
AeroLeads people directory · profile
Steven Kass Email & Phone Number
Enrolled Agent
at
Steven M. Kass, EA
1 work email found
@alumni.unc.edu
1 phone found area 917
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Enrolled Agent
Location
New York City Metropolitan Area, United States, United States
Who is Steven Kass? Overview
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Quick answer
Steven Kass is listed as Enrolled Agent at Steven M. Kass, EA, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a work email signal at alumni.unc.edu, phone signal with area code 917, and a matched LinkedIn profile for Steven Kass.
Steven Kass previously worked as Board Member at Gurwin Healthcare System - Fountaingate Gardens and Board Member at Bbr Alo Mutual Fund. Steven Kass holds Mba from Unc Kenan-Flagler Business School.
Company email context
Email format at Steven M. Kass, EA
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{first}.{last}@alumni.unc.edu
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AeroLeads found 1 current-domain work email signal for Steven Kass. Compare company email patterns before reaching out.
Profile bio
About Steven Kass
Versatile senior manager with diversified experience across corporate and business disciplines. Ability to provide guidance to all levels of an organization (Board through staff level). Outstanding record of problem assessment, strategic development, and solution implementation.Core strengths include:• Transformational Leadership • Strategic Planning & Positioning• Strategic Alignment & Global Implementation• Business Planning and Resource Management• Financial Management• Leadership Coaching• Organizational Structure, Governance & Best Practices• Large Scale Program and Project Management• Business Continuity and Disaster Recovery• Vendor Negotiation & Management
Listed skills include Strategy, Program Management, Financial Services, Management, and 34 others.
Current workplace
Steven Kass's current company
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11 roles
Steven Kass work experience
A career timeline built from the work history available for this profile.
Board Member
Current
Gurwin Healthcare System - Fountaingate Gardens
Gurwin Healthcare System is a Life Plan Community, offering seniors a full continuum of healthcare services and unique options for retirement living. Fountaingate Gardens is an independent living community for adults 62+, representing one end of the continuum that includes assisted living, long-term skilled care, short-term rehabilitation, adult day care.
Dec 2023 - Present
Board Member
Current
Bbr Alo Mutual Fund
Closed-end private regulated investment company. BBR Partners is the fund's investment advisor. Serve as Audit Committee Chair.
Apr 2020 - Present
Business Transformation & Management Consultant
Current- Boutique management consulting firm experienced in leading business transformation and providing general consulting across organizational business and corporate disciplines. Experience across the Business.
- Governance - Establishment of organizational governance model and establishment of Delegation of Board Authority process.
- Organizational Structure - Re-established organizational structure and formalized job descriptions to provide better understanding of roles/responsibilities leading to efficiency of organizational management.
- Regulatory Compliance - Driving re-engineering of regulatory AML environment; facilitating global strategy summits to design & implement operating models and roadmaps; producing regulatory submissions to regulatory.
- Enterprise Risk Management - Development and rollout of ERM governance framework.* Client Services - Transformation and integration of operating models.* Program Management - Advising on and leading program management.
Mar 2012 - Present
Evp, Corporate Development & Global Implementation
Built and managed corporate development and large scale program implementation disciplines. Formulated and aligned corporate and departmental strategy across both business and functional areas. Coordinated inorganic growth opportunities (M&A, joint ventures, etc.); program and project management of large scale initiatives; architected and drove.
May 2008 - Nov 2011
Svp, Director Global Production Services
Responsible for all aspects of global production operations throughout ITG's worldwide offices. Established and grew standard infrastructure, processes and enabling technologies allowing simultaneous deployment of product base, scalability of resources and mobility of employees. Coordinate global efforts of 150 people (16 offices in 14 cities) to.
Mar 1997 - Apr 2008
Vp, Global Securities Lending Development
Jun 1996 - Mar 1997
Vp, Global Securities Lending Operations
Bankers Trust Company
Sep 1994 - May 1996
Vp, Trading Services Division - Repo & Tri-Party Operations
Nov 1993 - May 1994
Vp, Global Core Cash Management Services
Bankers Trust Company
Jul 1986 - Oct 1993
Internal Auditor
Jun 1982 - Jun 1984
2 education records
Steven Kass education
Mba
Unc Kenan-Flagler Business School
Bs, Accounting
Binghamton University
FAQ
Frequently asked questions about Steven Kass
Quick answers generated from the profile data available on this page.
What company does Steven Kass work for?
Steven Kass works for Steven M. Kass, EA.
What is Steven Kass's role at Steven M. Kass, EA?
Steven Kass is listed as Enrolled Agent at Steven M. Kass, EA.
What is Steven Kass's email address?
AeroLeads has found 1 work email signal at @alumni.unc.edu for Steven Kass at Steven M. Kass, EA.
What is Steven Kass's phone number?
AeroLeads has found 1 phone signal(s) with area code 917 for Steven Kass at Steven M. Kass, EA.
Where is Steven Kass based?
Steven Kass is based in New York City Metropolitan Area, United States, United States while working with Steven M. Kass, EA.
What companies has Steven Kass worked for?
Steven Kass has worked for Steven M. Kass, Ea, Gurwin Healthcare System - Fountaingate Gardens, Bbr Alo Mutual Fund, Alignment Partners, and Mf Global.
How can I contact Steven Kass?
You can use AeroLeads to view verified contact signals for Steven Kass at Steven M. Kass, EA, including work email, phone, and LinkedIn data when available.
What schools did Steven Kass attend?
Steven Kass holds Mba from Unc Kenan-Flagler Business School.
What skills is Steven Kass known for?
Steven Kass is listed with skills including Strategy, Program Management, Financial Services, Management, Trading Systems, Governance, Risk Management, and Finance.
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