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Stephen Feldman
CLIENT SERVICES AND FINANCIAL OPERATIONS MANAGER, Financial Services
Hi, I'm Stephen Feldman. Expertise in Operational Risk Management | System Implementations | Client Services & Onboarding
Stephen Feldman's Bio:
Stephen Feldman
Financial Operations & Risk Management professional with a proven track record in onboarding clients, client servicing, investment operations and applying due diligence in the Financial Services and Alternative Investments sectors. Implements and improves systems/processes that modernize business operations and adhere to compliance regulations. Recognized accomplishments in Client Relationship Management (CRM) and building/sustaining strong working relationships with service providers, colleagues and clients.
Stephen Feldman's Experience:
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Senior Operations Specialist of Onboarding & Implementations at JP Morgan Alternative Asset Management
August 2005 - July 2015 | New York -
Senior Middle Office/Operations Manager at JP Morgan Private Investments
July 2002 - August 2005 | New York -
Private Bank Operations Specialist at JP Morgan Private Investments
October 2000 - July 2002 | New York -
Senior Floor Operations Supervisor, NYMEX at Arb Oil
November 1999 - October 2000 | New York -
Member/Active Floor Trader, NYMEX at Self Employed
July 1998 - November 1999 | New York -
Commodities Clerk, NYMEX at Self Employed
June 1993 - July 1998
Stephen Feldman's Education:
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CUNY - Brooklyn College
Concentration: Accounting -
CUNY - Kingsborough Community College
Concentration: Marketing -
CUNY - College of Staten Island
Concentration: Accounting
Stephen Feldman's Interests & Activities:
CERTIFICATIONS: ● Certified Anti-Money Laundering Specialist (CAMS) – In Progress, Exam in February 2016 ● Project Management Professional (PMP) – In Progress, Exam in January 2016 ● Six Sigma Lean Black Belt – In Progress, To be completed in December 2015