Steve Boyle
Regional Manager @Edelman Financial Engines
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WORK HISTORY
Regional Manager @Edelman Financial Engines
Los Angeles, CA, US
EDUCATION
Rutgers University
BA, Economics
Thayer Leadership
Executive Program Organizational Leadership
SKILLS
ABOUT STEVE BOYLE
Results-driven investment operations executive with a track record of optimizing mid and back-office processes for leading financial institutions. Over two decades of experience in portfolio accounting, reconciliation, billing, compliance, and operational efficiency across SMA, UMA, and mutual fund wrap programs. Adept at leading high-performing teams, streamlining workflows, and ensuring seamless transitions through industry changes.In my most recent role, I led an 11-person operations unit, driving efficiency, accountability, and compliance. My expertise extends to broker/dealer transitions, investment product oversight, and strategic risk management. Previously, I managed a $7B outsourcing initiative, ensuring seamless trading, billing, and settlement processes across multiple asset classes.A frequent speaker at industry conferences, I am passionate about enhancing operational frameworks, leveraging technology to optimize data-driven decision-making, and fostering collaboration between wealth management teams and custodial partners.
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