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Steve Leonhardt
Senior Vice President, Fund Accounting @VISTRA
Oakland, CA, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Aug 2024 — Present
Senior Vice President, Fund Accounting @VISTRA
San Francisco, CA, US
Formerly Phoenix American Financial Services, Inc.(Transfer Agent and Fund Admin functions only) acquired by Vistra, effective August 1, 2024.
EDUCATION
N/A
DePaul University
Bachelor of Science (BS)
SKILLS
Wealth ManagementSeries 63ValuationFund AccountingStrategic Financial PlanningFund AdministrationFinancial RiskAsset ManagementFinancial ReportingHedge FundsInvestmentsEquitiesFinancial ServicesExecutive ManagementSeries 24Portfolio ManagementUniform Combined State LawFinanceFixed IncomeAccountingInvestment ManagementAlternative InvestmentsSecuritiesAsset Managment
ABOUT STEVE LEONHARDT
Over 30 years investment management experience, with leadership roles in finance, fund…
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