Steven C. Wilner

Background

About Steven C. Wilner

Self-directed operations management professional with comprehensive accomplishments leading strategy, process development and improvement, accounting, reporting, digital transformation, marketing, and client service to achieve goals. A creative thinker with strong investment management, hedge fund, real estate, private equity, and startup business acumen. Demonstrated success in developing and executing plans within complex, regulated organizations. Recognized for implementing appropriate tactics through analysis of competitive positioning, emerging trends, and stakeholder goals. Excel at navigating the evolving investment arena with a high level of integrity, managing million-dollar contracts, budgets, and advising C-level executives. Accomplishments: • Enable secure, scalable business growth by creating and executing business strategy, selection of service providers, client service, communications, and marketing. • Drove momentum by securing $50M in outside investor commitments. • Created growth by developing and leveraging external relationships with key clients, prospects, and industry stakeholders, with the intention of creating new products and investment vehicles. • Reduced costly errors through significant restructure and implementation of trading processes, policies, procedures, controls for data integrity, and workflow. • Raised $10M and owned direct oversight of marketing, capital allocation, financial reporting, accounting, client servicing, business operations, legal, and regulatory compliance for three investment portfolios. • Grew assets under management (AUM) to more than $3B across 125 clients by analyzing the market and assessing trends to generate and execute targeted marketing and strategic planning. Expertise: Investment Management Operations, Asset Management Operations, Business Process Improvement, Investment Management, Asset Management, Alternative Investments, Hedge Funds, Investments, Strategic Planning, Equities, Private Equity, Capital Markets, Marketing, Portfolio Accounting, Regulatory Compliance, Legal Compliance, Business Strategy, Strategy, Business Analysis, Business Development, Business Planning, Business Intelligence (BI), Business Process, Business Transformation, Project Management, Process Optimization, Key Performance Indicators, Performance Management, Customer Relationship Management (CRM), Trading, Financial Services, Vendor Management, IT Operations, Operations Management, Change Management, Human Resources (HR), Mutual Funds