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Steven Cruz

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Steven Cruz

Vice President | 55ip

Boston, Massachusetts, United States

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Steven Cruz

Summary

Steven Cruz is a seasoned professional with over 20 years of experience in the financial services industry, currently serving as Vice President of Client Services at 55iP. His extensive expertise spans various domains, including asset management, risk management, and wealth management. Steven has a proven track record of enhancing client relationships and operational efficiency, having held significant roles at prestigious firms like State Street and J.P. Morgan. He is dedicated to continuous learning and personal development, which is reflected in his academic credentials, including an MBA from Syracuse University. Steven's adaptability in navigating complex financial environments and his commitment to compliance and regulatory standards make him a valuable asset in his field. He is particularly interested in the intersection of technology and finance, exploring how emerging technologies can reshape client service delivery. Outside of work, Steven is passionate about mentoring the next generation of finance professionals.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Emerging Technologies

Organisational experience

Corporate Experience

Steven Cruz

Work Experience

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Vice President at

55ip

December 2022 - Present

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Operations Client Services, AVP at

State Street

December 2019 - December 2022

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Alternative Investor Strategies at

Jpmorgan

February 2014 - December 2019

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Consultant at

Jpmorgan

July 2013 - January 2014

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Operations Analyst at

Wells Capital Management

November 2009 - April 2013

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Project Coordinator at

Evergreen Investments

April 2005 - October 2009

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Client Services Associate at

Evergreen Investments

July 2002 - April 2005

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Steven Cruz

Education

University of Phoenix, Bachelors

January 2006 - January 2008

Syracuse University - Martin J. Whitman School of Management, Master Of Business Administration - Mba

Frequently Asked Questions about Steven Cruz

What is Steven Cruz email address?

Steven Cruz's primary email address is ***********@jpmorgan.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Steven Cruz work for?

Steven Cruz is a Vice President at 55ip, a company specializing in Monetary Authorities-Central Bank.

Where Steven Cruz graduated from?

Steven Cruz holds a degree in Global Business Management from University of Phoenix.

How can I directly contact Steven Cruz?

To contact Steven Cruz directly, you can use the email address ***********@jpmorgan.com. Complete contact information is available upon registration with Muraena.

Who is Steven Cruz?

Steven Cruz is a seasoned professional with over 20 years of experience in the financial services industry, currently serving as Vice President of Client Services at 55iP. His extensive expertise spans various domains, including asset management, risk management, and wealth management. Steven has a proven track record of enhancing client relationships and operational efficiency, having held significant roles at prestigious firms like State Street and J.P. Morgan. He is dedicated to continuous learning and personal development, which is reflected in his academic credentials, including an MBA from Syracuse University. Steven's adaptability in navigating complex financial environments and his commitment to compliance and regulatory standards make him a valuable asset in his field. He is particularly interested in the intersection of technology and finance, exploring how emerging technologies can reshape client service delivery. Outside of work, Steven is passionate about mentoring the next generation of finance professionals.

Steven`s contact details

mail

***********@jpmorgan.com

*****@55-ip.com

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