Steve Wasserman
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Steve Wasserman Email & Phone Number

Vice President, Senior RFP Writer at AllianceBernstein at AllianceBernstein
Location: New York City Metropolitan Area, United States 9 work roles 2 schools
1 work email found @abglobal.com 3 phones found area 212 and 312 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 3 phones

Work email s****@abglobal.com
Direct phone (212) ***-****
LinkedIn Profile matched
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Current company
AllianceBernstein
Role
Vice President, Senior RFP Writer at AllianceBernstein
Location
New York City Metropolitan Area, United States
Company size
501 employees

Who is Steve Wasserman? Overview

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Quick answer

Steve Wasserman is listed as Vice President, Senior RFP Writer at AllianceBernstein at AllianceBernstein, a with 501 employees, based in New York City Metropolitan Area, United States. AeroLeads shows a work email signal at abglobal.com, phone signal with area code 212, 312, and a matched LinkedIn profile for Steve Wasserman.

Steve Wasserman previously worked as Vice President at Alliancebernstein and RFP/Marketing Consultant at Alliancebernstein. Steve Wasserman holds Master Of Business Administration (M.B.A.), Business Economics from Pace University.

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Email format at AllianceBernstein

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

About Steve Wasserman

My experience, industry knowledge and analytical skills have been used to deliver high quality results consistently that enhance client satisfaction and increase firm profitability. In addition, I can develop marketing strategies to improve firm messaging, create new funds for additional investor appeal or organize internal reporting for senior management. I am a project leader of cross-functional teams consistently achieving company objectives. Experience highlights:- Creating sales collateral for US and Global equity, fixed income, real estate and alternatives strategies- Product positioning and developing marketing strategies - Providing high quality client service for institutional investors and sub-advisory clients - Being the key source for clients, advisors and colleagues on firm products and strategies- Presenting to client Investment Committees and Boards; Opportunistic cross-selling- Negotiating client contracts for onboarding new clients- Developing and measuring sales metrics reporting for presentations to Senior Management- Project leadership to create efficiencies or solve problems - Marketing to 100s of independent RIAs across the U.S. - Developing new private funds and mutual funds - Extensive competitive research and analysis on investment managers- Defined benefit and defined contribution platformsCore competencies: communication, project management, organizational and presentation skillsCertifications: FINRA Series 3, 7, 24, 30, 63 (lapsed)Technical: eVestment, Bloomberg, Morningstar, RocketDocs and Salesforce.com

Listed skills include Asset Management, Investments, Equities, Fixed Income, and 39 others.

Current workplace

Steve Wasserman's current company

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AllianceBernstein
Alliancebernstein
Vice President, Senior RFP Writer at AllianceBernstein
New York, NY
Website
bernsteinresearch.com
Employees
501
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Company profile
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9 roles

Steve Wasserman work experience

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

Rfp/Marketing Consultant

Current
Alliancebernstein

Nashville, Tn, Us

Complete proposals, questionnaires and related documentation required to attract new clients and maintain existing clients for the company's asset management services.

Mar 2018 - Present

Director, Marketing Services

Muzinich & Co

New York, Ny , Us

Created sales collateral for US and global investment strategies. Managed client service for fixed income US institutional clients. Led client reporting for all institutional clients. Directed updating of consultant databases, creating efficiencies of managing information.

Jan 2017 - Oct 2017

Director, Institutional Distribution

Guggenheim Partners

New York, New York, Us

Client Service – Main point of contact for day-to-day interactions with top-tier clients. Ensured overall client satisfaction with services provided, focused on procedure development, risk analysis, process improvement and error/issue resolution. Managed projects including fund launches, system enhancements and pricing. Coordinated and hosted due diligence visits, regular internal and external progress meetings. Monitored deliverables and deadlines. Client types included pensions, endowments, banks, sub-advised mutual funds and family offices. Led onboarding of all new separate account clients.Business Management – Managed reporting, contact management (Salesforce.com) and pricing policies. Product Development – Directed launching of new private pooled funds and enhancements to existing funds.Marketing/Business Development Services – Managed team that created sales collateral and responded to RFPs/consultant inquiries

Jul 2010 - Apr 2016

Consultant

Signal Strategic Advisors

Represented real estate, farmland and corporate governance hedge fund managers and niche companies seeking investor funding through broker-dealer affiliated capital introduction firm. Advised clients on infrastructure and operational needs.

Sep 2009 - Jul 2010

Managing Director - Marketing, Client Service

Rothschild Asset Management Inc.

Paris, France, Fr

Led investor relations for more than 50 institutional and high net worth investors. Managed staff responsible for RFPs, sales collateral, portfolio/competitor analysis, client inquiries and management reports. Launched entry into broker-sponsored wrap programs, reaching $1 billion in AUM (20% of total firm AUM); Marketed strategies to hundreds of independent RIAs through the Schwab advisor network

Aug 2000 - Feb 2009

First Vice President - Product Management

Mitchell Hutchins Asset Management

Key contact for brokers, wholesalers and sales staff on all institutional investment strategies and variable annuities. Designed/updated sales collateral for wholesalers and institutional sales staff. Primary user for manager research software. Developed new limited partnership fund based on quantitative asset allocation strategy and managed its distribution. Created new quarterly profiles for all institutional investment strategies used by wholesalers and sales staff.

Nov 1999 - Aug 2000

Vice President - Marketing

Ibj Whitehall Asset Management

Increased visibility for Whitehall’s products in institutional marketplace, including discussions with consultants, inputting data in key databases and speaking with prospects. Designed sales collateral for sales staff. Wrote equity and fixed income investment processes used in RFPs. Organized more than 1,000 client accounts by type, strategy, size and inception in preparation for initial GIPS audit.

Mar 1999 - Nov 1999

Vice President - Marketing

Rothschild Asset Management

Paris, France, Fr

Provided service to prospects, consultants and clients on positioning firm’s value equity and real estate strategies. Re-designed all sales collateral and re-wrote standard RFP responses to promote new product positioning.

Apr 1995 - May 1998
Team & coworkers

Colleagues at AllianceBernstein

Other employees you can reach at bernsteinresearch.com. View company contacts for 501 employees →

PC Patricia Carrasco Patricia Carrasco Colleague at AlliancebernsteinGreater Barcelona Metropolitan Area, Spain View → EH Edward Hou Edward Hou Colleague at AlliancebernsteinHong Kong Sar, Hong Kong View → JB John Bingo John Bingo Colleague at AlliancebernsteinLahore District, Punjab, Pakistan View → JS Jay Suchotliff Jay Suchotliff Colleague at AlliancebernsteinNew York, United States View → MK Manish Kumar Manish Kumar Colleague at AlliancebernsteinDelhi, India View → LA Lubna Anwar Lubna Anwar Colleague at AlliancebernsteinPakistan View → SB Shubham Bhardwj Shubham Bhardwj Colleague at AlliancebernsteinWashim, India View → PW Palitha Wannaku Palitha Wannaku Colleague at AlliancebernsteinNew York, United States View → JD Joseph D'Orazio Joseph D'Orazio Colleague at AlliancebernsteinNew York City Metropolitan Area, United States View → BY Bariş Yilmaz Bariş Yilmaz Colleague at AlliancebernsteinTürkiye, Turkey View →
2 education records

Steve Wasserman education

Master Of Business Administration (M.B.A.), Business Economics

Pace University

Bachelor’S Degree, Math And Finance

Suny At Albany
FAQ

Frequently asked questions about Steve Wasserman

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

What company does Steve Wasserman work for?

Steve Wasserman works for AllianceBernstein.

What is Steve Wasserman's role at AllianceBernstein?

Steve Wasserman is listed as Vice President, Senior RFP Writer at AllianceBernstein at AllianceBernstein.

What is Steve Wasserman's email address?

AeroLeads has found 1 work email signal at @abglobal.com for Steve Wasserman at AllianceBernstein.

What is Steve Wasserman's phone number?

AeroLeads has found 3 phone signal(s) with area code 212, 312 for Steve Wasserman at AllianceBernstein.

Where is Steve Wasserman based?

Steve Wasserman is based in New York City Metropolitan Area, United States while working with AllianceBernstein.

What companies has Steve Wasserman worked for?

Steve Wasserman has worked for Alliancebernstein, Muzinich & Co, Guggenheim Partners, Signal Strategic Advisors, and Rothschild Asset Management Inc..

Who are Steve Wasserman's colleagues at AllianceBernstein?

Steve Wasserman's colleagues at AllianceBernstein include Patricia Carrasco, Edward Hou, John Bingo, Jay Suchotliff, and Manish Kumar.

How can I contact Steve Wasserman?

You can use AeroLeads to view verified contact signals for Steve Wasserman at AllianceBernstein, including work email, phone, and LinkedIn data when available.

What schools did Steve Wasserman attend?

Steve Wasserman holds Master Of Business Administration (M.B.A.), Business Economics from Pace University.

What skills is Steve Wasserman known for?

Steve Wasserman is listed with skills including Asset Management, Investments, Equities, Fixed Income, Asset Allocation, Mutual Funds, Hedge Funds, and Investment Advisory.

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