Mar 2020 - Present
AeroLeads people directory · profile
Steven Weiss, Cfa Email & Phone Number
Director at PGIM Fixed Income, Data Governance
at
PGIM Fixed Income
1 work email found
@pgim.com
3 phones found area 914, 212, and 848
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Director at PGIM Fixed Income, Data Governance
Location
Newark, New Jersey, United States
Who is Steven Weiss, Cfa? Overview
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Quick answer
Steven Weiss, Cfa is listed as Director at PGIM Fixed Income, Data Governance at PGIM Fixed Income, based in Newark, New Jersey, United States. AeroLeads shows a work email signal at pgim.com, phone signal with area code 914, 212, 848, and a matched LinkedIn profile for Steven Weiss, Cfa.
Steven Weiss, Cfa previously worked as Director at Pgim Fixed Income and Vice President at Bank Of America Merrill Lynch. Steven Weiss, Cfa holds Cfa Charterholder, Portfolio Management, Asset Valuation, Investment Analysis, Economics, Statistics, Accounting from Cfa Institute.
Company email context
Email format at PGIM Fixed Income
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*@pgim.com
68% confidence
AeroLeads found 1 current-domain work email signal for Steven Weiss, Cfa. Compare company email patterns before reaching out.
Profile bio
About Steven Weiss, Cfa
Client focused Data Executive with a keen risk focus and proven track record to drive Data Governance, Management and Quality initiatives. Direct experience partnering with IT and Business leaders to design, develop and execute Data Strategy and the creation/maturity of the Data Governance function. Ten years of prior top tier Trade Support / Middle Office Operations experience along with a deep understanding of the critical role “data” plays throughout the trade lifecycle, and its impact on related functions and processes. (Agile, Waterfall)
Listed skills include Business Analysis, Project Management, Risk Management, Business Process Re Engineering, and 23 others.
Current workplace
Steven Weiss, Cfa's current company
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10 roles · 25 years
Steven Weiss, Cfa work experience
A career timeline built from the work history available for this profile.
Jun 2017 - Mar 2020
Vice President
Led projects and work streams within Global Markets and an IB Reference data change program whose objectives were to build-out strategic processes and technology components to replicate core functionality of a legacy Client Contract Lifecycle Management application, and ensure compliance of regulatory initiatives in scope.1. Negotiation Workflow engine.
Jun 2015 - Feb 2017
Vice President
Post-Trade Technology - Reference Data Project Manager and team lead
Mar 2013 - Jun 2015
Associate
IB Change - Accounting and Finance project team - Project Manager and Business Analyst
Mar 2011 - Mar 2013
Associate
- Managed a 6 person global middle office team in Trading Operations that performed risk management functions aimed at mitigating trading and operational risks.
- Owned the support relationship for the US Shares, ETF, Program Trading, Convertible, HFT, Quantitative trading, Corporate debt Proprietary and Agency trading desks.
- Calculated the market exposure of position discrepancies in various Proprietary firm trading accounts.
- Overhauled the Metric Reporting system by creating standardized metrics across all trading desks, which allowed for more accurate risk assessment, and monitoring of operational efficiency.
- Participated in cross divisional strategic projects that Increased transaction processing capacity by over 200%.
- Performed Trader Surveillance that validated executions with an average daily notional value of over $1.6 billion.
2006 - Dec 2010
Senior Analyst
- Reconciled the proprietary trading account positions for the Listed, NASDAQ, Relative Value and Agency trading desks.
- Partnered with Sales and Trading to ensure the proper allocation and balancing of Block Trades.
- Liaised with controllers and strats to determine the correct P&L of trading positions.
- Worked with technology to automate functions and improve the risk assessment tools available.
- Wrote procedures and created trading flow diagrams from sales entry down to trade booking.
- Researched transaction exceptions to identify the root cause of the process breakdown.
2004 - 2006
~2 yrs
Intermediate Analyst
- Trade Support for the ETF, Quantitative trading and Program trading desks
- Analyzed trading flows to identify areas of potential Trading and Operational risk
- Preparation and distribution of monthly reporting metric reports to Senior management
Feb 2003 - 2004
Temp - Stepouts
- Oversight of Listed Institutional Stepout trading activity
- Automated manual functions that led to a 1 person headcount reduction
- Led technological initiatives to improve processing capacity and controls
- Performed Root cause analysis on trading position discrepancies
- Worked with GS compliance to reduce the firms regulatory exposure
2001 - Jan 2003
Consultant
- Worked in the Alternative investments division and served as a member of the Private Equity Investment Deal Team administrating $4 billion in committed capital
- Private Equity, Hedge Fund and Exchange Fund Offerings
- Preparation of daily activity reports for distribution to brokers and fund managers
- Preparation and distribution of marketing materials to potential investors
Jan 2000 - Nov 2000
2 education records
Steven Weiss, Cfa education
Cfa Charterholder, Portfolio Management, Asset Valuation, Investment Analysis, Economics, Statistics, Accounting
Cfa Institute
B.A, Business, Management & Finance
Brooklyn College
FAQ
Frequently asked questions about Steven Weiss, Cfa
Quick answers generated from the profile data available on this page.
What company does Steven Weiss, Cfa work for?
Steven Weiss, Cfa works for PGIM Fixed Income.
What is Steven Weiss, Cfa's role at PGIM Fixed Income?
Steven Weiss, Cfa is listed as Director at PGIM Fixed Income, Data Governance at PGIM Fixed Income.
What is Steven Weiss, Cfa's email address?
AeroLeads has found 1 work email signal at @pgim.com for Steven Weiss, Cfa at PGIM Fixed Income.
What is Steven Weiss, Cfa's phone number?
AeroLeads has found 3 phone signal(s) with area code 914, 212, 848 for Steven Weiss, Cfa at PGIM Fixed Income.
Where is Steven Weiss, Cfa based?
Steven Weiss, Cfa is based in Newark, New Jersey, United States while working with PGIM Fixed Income.
What companies has Steven Weiss, Cfa worked for?
Steven Weiss, Cfa has worked for Pgim Fixed Income, Bank Of America Merrill Lynch, Credit Suisse, Societe Generale Corporate And Investment Banking - Sgcib, and Goldman Sachs.
How can I contact Steven Weiss, Cfa?
You can use AeroLeads to view verified contact signals for Steven Weiss, Cfa at PGIM Fixed Income, including work email, phone, and LinkedIn data when available.
What schools did Steven Weiss, Cfa attend?
Steven Weiss, Cfa holds Cfa Charterholder, Portfolio Management, Asset Valuation, Investment Analysis, Economics, Statistics, Accounting from Cfa Institute.
What skills is Steven Weiss, Cfa known for?
Steven Weiss, Cfa is listed with skills including Business Analysis, Project Management, Risk Management, Business Process Re Engineering, Account Reconciliation, Fixed Income, Middle Office, and Operational Risk Management.
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