Stephen Songer

Manager @Alpha FMC

Philadelphia, PA, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jun 2022 — Present

Manager @Alpha FMC

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New York, NY, US

Manager with Alpha FMC Technical Services Consulting Practice specializing in Wealth-Tech platform implementation services. Expert in evaluating vendors and partnerships with leading Turnkey Asset Management Platforms, All-in-One solutions and Fin-tech firms focused on advisor tech solutions. Projects led are focused on design, planning and full-service implementation of wealth management tech solutions to best fit RIA, Broker Dealer and Asset Managers distribution and operational needs.

EDUCATION

2016

Saint Joseph's University

Bachelor’s Degree, Finance and Economics

SKILLS

Social MediaFinancial ServicesBloombergMicrosoft ExcelCustomer ServiceAdvent GenevaTeamworkRetailTime ManagementFund AdministrationMicrosoft OfficeSalesFund AccountingInvestranPortfolio ManagementLeadershipAccount Portfolio Management

ABOUT STEPHEN SONGER

Experienced Financial Services Professional with a demonstrated history of working in the…

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Stephen Songer — Manager at Alpha FMC in Philadelphia, PA, US | Unifers