Steven Choi

Wealth Management Advisory Platform at Janney Montgomery Scott

Role
Director of Wealth Management Technology at Janney Montgomery Scott LLC
Location
Philadelphia, PA, US
LinkedIn followers
500 followers

About Steven Choi

A top-performing Project Manager with a unique combination of technical, analytical, leadership and managerial skills, able to successfully manage multiple concurrent projects to completion. Recognized and regularly promoted for ability to lead and manage cross-functional teams to execute projects in a variety of dynamic settings with a focus on the highest quality standards to achieve stakeholder and client satisfaction. Provider of exceptional project management skills with proficiency in problem analysis, conflict resolution, consensus building, and business and technology goal alignment.

Experience

  1. Director of Wealth Management Technology

    Janney Montgomery Scott LLC

    Jan 2025 — Present · Philadelphia, PA, US

Education

  • University of Pennsylvania

    Bachelor of Science (BSE)

  • Rutgers, The State University of New Jersey - Rutgers Business School

    Mini-MBA Business Essentials Certificate Program

Skills

  • Project Management
  • System Implementations
  • Strategy
  • Sdlc
  • Program Management
  • Low Latency
  • Software Quality Assurance
  • Derivatives
  • Market Data
  • Business Analysis
  • Presentations
  • Ms Project
  • Agile Project Management
  • Product Management
  • Risk Management
  • Electronic Trading
  • Pmo
  • Pmp
  • Financial Systems
  • Trading Systems
  • Process Improvement
  • Equities
  • Itil
  • Vendor Relationships
  • Facilitations
  • Options
  • Requirements Analysis
  • Disaster Recovery
  • International Project Management
  • User Acceptance Testing

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Steven Choi — Director of Wealth Management Technology at Janney Montgomery Scott LLC in Philadelphia, PA, US | Unifers