Steven Weiss is a highly qualified professional, that works in SMW Financial Services main office of which is in 4. as a Managing Partner from 2010. Steven gained professional experience in more than seven positions at different companies. Steven Weiss went to the City University of New York-Brooklyn College and received education from 1984 to 1986. New York, New York is the city, where this professional was known to live. The professional's phone number and email can be accessed through SoftwareOfficial on demand.
Name variants:
Stephen Weiss
Last updated Jun 20, 2024
Contact Information
Last Update
Feb 1, 2016
Location
New York, NY
Company
SMW Financial Services, LLC
Workplace
Managing Partner
Work History
Managing Partner
New York, NY
Specializing in implementation and integration services for mid to large size hedge funds, mutual funds, and other financial service institutions. Expertise in process and product including...
from Aug 2010
Director of Operations
Daily oversight of key risk reports related to trade data transmission errors, cash and position reconciliation and security settlement breaks and fails. Oversee the compilation of daily c...
Mar 2006 — Apr 2009
Vice President-Hedge Fund Operations
Daily oversight of key risk reports related to cash/position reconciliation and security settlement breaks/fails and OTC confirmation reports. Managed the review and processing of corporat...
Nov 2004 — Feb 2006
Vice President
Vice President-Hedge Fund Portfolio Administration, CAI (2003-2004)
Responsible for the fund administration team’s daily cash/position reconciliation and break resolution. Managed relations...
Nov 1997 — Nov 2004
Assistant Treasurer-Private Bank Operations
Managed the support team responsible for both client servicing and reporting of private bank security transactions. This included static data, trade booking and settlement facilitation and ...
Jul 1994 — Oct 1997
Manager-Mutual Fund Operations
Managed 10 accountants for NAV production and reporting of 12 dual pricing funds.
•Successfully organized and implemented daily operations for a multi-class, multi-currency international mut...
Jan 1992 — Jun 1994
Supervisor
Mutual Fund Operations, Equities(1987-1991)
Mutual Fund Operations, Money Markets (1986-1987)
Feb 1986 — Dec 1991
Education
1984 — 1986
Occupations
Executive
Director of Operations
Accountant
Finance and Accounting Specialist
Operations Manager
Accounting Bookkeeper
Bookkeeper
FAQs about Steven Weiss
What is the main profession of Steven Weiss?
The expert is a Managing Partner.
What jobs is Steven Weiss proficient at at?
The expert is a professional such jobs as Executive and Director of Operations.
Where does Steven Weiss currently live?
New York, New York is the place where Steven Weiss currently lives
How many companies did Steven Weiss work at?
The professional worked at seven jobs.
What education does Steven Weiss have?
Steven studied at the City University of New York-Brooklyn College from 1984 to 1986.
What is the industry that Steven Weiss worked in?
Steven Weiss works in Financial Services industry.