Steven Reilly
Vice President, DCIO Specialist at Cohen & Steers
- Role
- Vice President, Dcio Specialist at Cohen & Steers
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Steven Reilly
Experienced sales professional primarily responsible for clients relationships in the defined contribution and retirement plan space. Have worked with various retirement RIAs, aggregators, recordkeepers, and others to educate and onboard a variety of products into plans of various sizes. Product expertise spans traditional mutual funds, collective investment trusts, alternatives, among others. Passionate about new product design within the retirement space to allow plan participants access to new asset classes and in-plan model design.
Experience
Vice President, Dcio Specialist
Feb 2022 — Present · New York, NY, US
Educate RIA\'s/aggregators, recordkeepers, advisors and other financial intermediaries about the benefits of real assets/liquid alternatives within a retirement plan menu. Worked with our retirement and wealth sales teams to market and sell our mutual fund and collective investment trust (CIT) offerings.
Education
University of Connecticut
Bachelor's degree (BS & BA), Marketing & Communications
2013 — 2017
Skills
- Financial Modeling
- Microsoft Word
- Teamwork
- Social Media
- Marketing
- Microsoft Office
- Public Speaking
- Leadership
- Time Management
- Customer Service
- Powerpoint
- Microsoft Excel
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.