Steve

Steve: Email & Phone Number

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Member at RevGenius|New York, New York, United States

Position:

Member at RevGenius

Location:

New York, New York, United States

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Last updated: 2025-12-19
Updated: 2025-12-19

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Work Experience 22 years

Member at RevGenius

Mar 2025 - Current

Network Member at GLG

Jan 2024 - Current

Account Manager at FIS

May 2022 - Sep 2024

Host Committee Member at ReMission Foundation (fka BLY Foundation)

Apr 2016 - Apr 2023

Regional Director / External Sales - Private Wealth & Advisory Group at Voya Investment Management

Nov 2016 - Jul 2019

Regional Coordinator / Internal Sales - Private Wealth & Advisory Group at Voya Investment Management

Jun 2010 - Nov 2016

Brokerage Operations Associate at Fidelity Investments

Oct 2008 - Jun 2010

Registered Sales Assistant at Summit Financial

Jan 2006 - Jul 2008

Recruiting Assistant at Summit Financial

Oct 2004 - Jan 2006

Steve started working in 2004, then the employee has changed 6 companies and 8 jobs. On average, Steve works for one company for 3 years.

Their professional focus is Account Management, Account Planning, and Alternative Investments across 3 core areas.

Education

B.A. at Rutgers University–New Brunswick

Montgomery High School

Skills

Client Relations, Partner Relationship Management, Business Development Strategy, Strategic Relationships, Sales, Product Requirements, Series 7, Cross-Selling, Trading, Key Account Management, Presentations, Customer Loyalty, Mutual Funds, Application Programming Interfaces (API), Sales Process, New Business Opportunities, Project Management, Alternative Investment Strategies, Account Planning, Sales Management, Client Communication, Portfolio Management, Business Reviews, Strategic Partnerships, FinTech, Software as a Service (SaaS), Negotiation, Relationship Management, Relationship Building, Investment Decisions, Series 63, Customer Experience, Asset Management, Equities, Fixed Income, Investments, Commercial Planning, Series 66, Recruiting, Alternative Investments, Channel Sales, Performance Metrics, Wealth Management, Attention to Detail, Post-Sales, Capital Markets, Request for Proposal (RFP), Strategic Accounts, Executive Visibility, Renewals, Direct Sales, Financial Advisory, Customer Advocacy, Subscriptions, Strategic Planning, Client Services, Asset Allocation, Training, Product Distribution, Customer Retention, Account Management, Customer Service, Product Demonstration, Customer Engagement, Voice of the Customer, Customer Relationship Management (CRM), Customer Satisfaction, Customer Success

Frequently Asked Questions

What is Steve's email address?

SignalHire found a verified business email address for Steve: g**************e@gmail.com.

What is Steve's phone number?

SignalHire found a verified phone number for Steve: +1-***-***-1430.

How do I contact Steve at RevGenius?

You can reach Steve through SignalHire by unlocking their verified email and direct phone number (free signup, no credit card needed). SignalHire is the fastest route if you need their contact details immediately.

What is Steve's professional background?

Steve has 22 years of professional experience. They have held roles including Network Member, Account Manager, and Host Committee Member at companies such as GLG, FIS, and ReMission Foundation (fka BLY Foundation). Their education includes B.A. from Rutgers University–New Brunswick, and Montgomery High School.

Is Steve's contact information up to date?

Yes. Steve's SignalHire profile was last updated on 19 December 2025, reflecting their current position as Member at RevGenius in New York, United States.

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