Steven Doire

Strategic Platform and Client Advisor

Name variants:
Stephen Doire
Last updated Jun 18, 2024

Contact Information

Last Update
Jul 7, 2022
Email
sc**@gmail.com
Location
Boston, MA

Workplace

Clearwater Analytics
Strategic Platform and Client Advisor

Boise, ID

Industry

Computer Software

Work History

Strategic Platform and Client Advisor

777 west Main St SUITE 900, Boise, ID 83702
from Jun 2020

Owner

Financial consulting including: Institutional and Insurance Asset Management. Front-office to back-office Advising insurers on their asset management function Mid-Market Financing / M&A....
from Jan 2019

President, Prime Advisors Insurance Asset Management

22635 northeast Marketplace Dr SUITE 160, Redmond, WA 98053
Identified and prioritized back-office systems and infrastructure needs. Initiated a marketing / rebranding effort.
Apr 2018 — Dec 2018

Head of Americas Insurance Asset Management, Chair of the Global Insurance Practice

2015 — 2018

Managing Director and Head of Insurance Client Solutions

1996 — 2014

Treasurer and Head of Financial Planning and Analysis

Variety of job responsibilities during my tenure. Accounting, Finance, Financial Planning & Analysis, Treasury Operations
1990 — 1996

Senior Auditor

345 Park Ave, New York, NY 10010
Lead auditor on financial services company audits with additional exposure to a variety of other company types. Awarded the Nicholas Picchione Award for outstanding performance on the 1988 C...
1988 — 1990

Education

1984 — 1988
1981 — 1984

Occupations

Advisor
IT Professional
Computer Software Professional
Executive
Owner
Financial Broker
Banker
Software Developers
Chief Executive
Financial Services Professional
Financial Services Sales Agent

Skills

Asset Managment
Insurance
Investments
Wealth Management
Financial Modeling
Analysis
Fixed Income
Strategic Financial Planning
Accounting
Asset Management
Treasury Management
Mutual Funds
Portfolio Management
Equities
Leadership
Financial Services
Securities
Hedge Funds
Financial Analysis
Financial Risk
Financial Planning
Asset Allocation
Property and Casualty Insurance
Municipal Bonds
Finance
Board Presentations
Salesforce.com
Government Bonds
High Yield Bonds
Institutional Investments
Ldi
Investment Management
Capital Markets
Alternative Investments
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