Steve Papulak
Financial Services Executive | Board Member | Venture Partner | Consultant | Business Growth | Business Process Outsourcing | Global Strategy | Board Development | Community Engagement
- Role
- Limited Partner at Mendoza Ventures
- Location
- Pittsburgh, PA, US
- LinkedIn followers
- 500 followers
About Steve Papulak
I am a senior executive with expertise in C-suite level business development, consulting, strategy execution, and client partnership excellence, with an extensive record of success in the financial services industry. My business expertise and team leadership create successful technology and operational outsourcing engagements for Fortune 500 institutional clients.I have a strong track record of applying best practices in operations and technology to enable client firms to focus on investment returns and efficient money management. Tailoring operational and business efficiency for Fortune 500, mid-market, and startup investment groups has created an extensive corporate portfolio of industry market expertise.My leadership experience spans North America and an extended period of living and working in Europe. With a proven track record of leading and managing all facets of the sales and consulting process, I consistently create successful client outcomes by tailoring client solutions, demonstrating diligence in onboarding, and aligning the right team expertise with client needs. Expanded client partnerships and long-term retention have been achieved by continuing to deliver on expanded solutions and meeting year-over-year service requirements.Operational and technology solutions provided to corporate clients include: business analysis, trade processing, portfolio investment accounting, fund accounting and administration, performance measurement, attribution, custody, global securities lending, cash management, technology, data management, platform hosting, and asset management support services.GLOBAL CORPORATE EXPERIENCE:SEI, The Bank of New York, Mellon Financial Corporation, Deloitte COMMUNITY ENGAGEMENT:Board of Directors, American Red Cross, Southwestern PA ChapterAs a 9+ year member of the board of directors, I bring a business and board-level focus to disaster and humanitarian relief efforts. AREAS OF EXPERTISE:Business Development | Team Leadership | Global Business Management | Client Partnerships | Operational Consulting | Big-4 Consulting | Business Analysis | Strategic Alliances | M&A Deals | P&L | Budget Management | Budget Forecasting | Product Development | Global Strategy | Business Process Outsourcing | Start-up Expertise | Sales & Marketing | Client Onboarding | Technology Solutions | Project Management | Board Advisor | Client Relationship Management | Investment Process Expertise | Team Mentor | Board Leadership | Board Member
Experience
Limited Partner
Jan 2020 — Present · Boston, MA, US
Boston based pre-seed venture capital firm that invests in fintech, artificial intelligence and cyber security.
Education
Weber State University
BA, Business Information Systems
University of Pittsburgh Joseph M. Katz Graduate School of Business
MBA, Finance
Skills
- Banking
- Mutual Funds
- Portfolio Management
- Hedge Funds
- Outsourcing
- Financial Services
- Equities
- Product Development
- Sales
- Leadership
- Investment Management
- Investments
- Strategy
- Asset Managment
- Securities
- Business Intelligence
- Trading
- Investment Banking
- Business Process
- Project Management
- Asset Management
- Management
- Executive Management
- Business Development
- Investment Advisory
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