Richard Step Email & Phone Number | Experienced Investor Relations Manager with a demonstrated history of working in the investment management industry. Skilled in Communication, Customer Relationship Management (CRM), Interpersonal Skills, Time Management, and Leadership. Strong finance professional with a Bachelor of Science (B.S.) focused in Business Administration and Management, General from Lehigh University.

Richard Step

Experienced Investor Relations Manager with a demonstrated history of working in the investment mana...
Philadelphia, Pennsylvania, United States

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Richard Step’s Email richard.step@fdfa.com

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Richard Step’s Location Philadelphia, Pennsylvania, United States

Richard Step’s Current Industry Ultimus Leverpoint Private Fund Solutions

Richard Step’s Prior Industry Fd Fund Administration | Vanguard | Movado

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Associate Manager, Investor Services

2022-07-01 00:00:00 - Present

Senior Lead - Investor Relations

2021-07-01 00:00:00 - 2022-07-01 00:00:00

Asset Transfer Specialist

2019-09-01 00:00:00 - 2020-01-01 00:00:00

GIT intern

2017-06-01 00:00:00 - 2017-08-01 00:00:00

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Richard Step is a Experienced Investor Relations Manager with a demonstrated history of working in the investment management industry. Skilled in Communication, Customer Relationship Management (CRM), Interpersonal Skills, Time Management, and Leadership. Strong finance professional with a Bachelor of Science (B.S.) focused in Business Administration and Management, General from Lehigh University.