Since 2019, Stephen Miley has been working in Siharum Advisors located 499, 499. Stephen is a qualified Director of Operations and Compliance with over 18 years of work experience. According to Stephen's CV and work profile, Stephen has worked at more than eight places with diverse backgrounds and got various skills. Stephen attended school at the University of Vermont from 1997 to 2000. Stephen has professional certification in Chartered Financial Analyst and Certificate In Investment Performance Measurement. Stephen Miley can be found in Boston, Massachusetts – where the professional is currently located. You can search for this expert's e-mail and phone. We can also provide you detailed contact information upon request.
Name variants:
Steven Miley,
Stephan Miley,
Steffan Miley,
Stefan Miley,
Steve Miley,
Stevie Miley,
Steph Miley,
Steff Miley,
Stef Miley,
Steffl Miley
Last updated Jun 20, 2024
Contact Information
Last Update
Jul 6, 2022
Email
sj**@yahoo.com, st**@standardlifeinvestments.com
Location
Boston, MA
Company
Workplace
Director of Operations and Compliance
Boston, MA
Industry
Financial Services, Investment Advisory Service
Colleagues
Work History
Director of Operations and Compliance
20 Park Plz SUITE 510, Boston, MA 02116
from Jun 2019
Supplier Relationship Manager
Laid the foundation for a regional supplier management function built to govern all material third party administrator relationships
Built and fostered relationships with a number of promi...
Aug 2018 — Dec 2018
Vice President, Operations
Established permanent Investment Operations function for the Americas region to support strong asset growth across several investment vehicles and asset classes Designed function to be a sol...
Apr 1, 2013 — Aug 2018
Vice President
1 Lincoln St, Boston, MA 02135
Head of custody operations for a large 40’s Act mutual fund complex. Brought on to the relationship with the goal of increasing operational efficiencies while enhancing the product delivere...
Jun 2011 — May 2013
Assistant Vice President
1 Lincoln St, Boston, MA 02135
Responsible for the complete execution of all custody related mutual fund operations activities. Central figure for client and subadvisor facing initiatives.
Led the development of the Cli...
Oct 2006 — Jun 2011
Account Manager
1 Lincoln St, Boston, MA 02135
Promoted to lead team of Client Representatives focused on delivering high quality service to the subadvisory relationship.
Facilitated Investor Management transitions, new fund roll outs,...
Sep 2003 — Oct 2006
Client Representative and Senior Client Representative
1 Lincoln St, Boston, MA 02135
Implemented automated system to improve accuracy in processing of expenses and to increase efficiency in providing clients with daily cash availability.
Led development of system for faile...
Jan 2002 — Sep 2003
Portfolio Administrator and Senior Portfolio Administrator
1 Lincoln St, Boston, MA 02135
Trained all new employees in group.
Completed daily, weekly and monthly reports.
Supervised Portfolio Administrator activities
Oct 2000 — Jan 2002
Education
1997 — 2000
Occupations
Executive
Director of Operations
Accountant
Finance and Accounting Specialist
Sales Specialist
Relationship Manager
Supplier
Operations Manager
Accounting Bookkeeper
Bookkeeper
Account Service Manager
Customer Service
Services Professional
Sales Representative
Skills
Operations Management
Leadership
Supplier Relationship Management
Risk Management
Financial Services
Mutual Funds
Investments
Cross Selling
Finance
Securities
Client Relationship Management
Asset Management
Fixed Income
Equities
Hedge Funds
Alternative Investments
Derivatives
Due Diligence
Analytical Skills
Project Management
Financial Analysis
Business Analysis
Options
Capital Markets
Financial Reporting
Accounting
Investment Management
Financial Markets
Strategic Planning
Strategy
Business Strategy
Business Development
Bloomberg
Microsoft Excel
Management
Business Relationship Management
Partner Relationship Management
Negotiation
Customer Service
Team Leadership
Strategic Leadership
Thought Leadership
Service Operations
Operational Controls
Operational Innovation
Custodial Conversions
Extensive Business Network
FAQs about Stephen Miley
What is the profession of Stephen Miley?
This professional's job is Director of Operations and Compliance
What are the main profession of This professional?
These person's professions are Executive and Director of Operations
Where does Stephen Miley live?
Stephen Miley lives in Boston, Massachusetts.
What is the expert's email?
The professional's email is sj**@yahoo.com and st**@standardlifeinvestments.com.
Where did Stephen Miley work?
This expert worked at Siharum Advisors, Llc, Aberdeen Asset Management.
Where has Stephen Miley studied?
Stephen studied at the University of Vermont from 1997 to 2000.
Are there any certifications Stephen Miley has?
Stephen received the following certifications: Chartered Financial Analyst, Certificate In Investment Performance Measurement, and Alternative Investment Analyst Charter (Caia Charter).
What is professional industry that Stephen Miley worked in?
This professional works in Financial Services industry.