Richard Step
Manager, Investor Services at Ultimus LeverPoint Private Fund Solutions | Philadelphia, Pennsylvania, United States
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Manager, Investor Services at Ultimus LeverPoint Private Fund Solutions in March 2025 to Present
Associate Manager, Investor Services at Ultimus LeverPoint Private Fund Solutions in July 2022 to March 2025
Senior Lead - Investor Relations at FD Fund Administration in July 2021 to July 2022
Investor Relations Associate at FD Fund Administration in January 2020 to July 2021
Asset Transfer Specialist at Vanguard in September 2019 to January 2020
Client Experience Specialist at Vanguard in May 2019 to September 2019
PI Brokerage Investment Professional at Vanguard in September 2018 to May 2019
GIT intern at Movado Group, Inc in June 2017 to August 2017
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Lehigh University, Bachelor of Science (B.S.), January 2014 to January 2018
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Microsoft Office
Team Management
Organizational Development
Communication
Interpersonal Skills
Customer Relationship Management (CRM)
Time Management
Problem Solving
Leadership
Microsoft Excel
Microsoft PowerPoint
Microsoft Outlook
Microsoft Word
Adobe Acrobat
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What is Richard Step email address?
Email Richard Step at [email protected]. This email is the most updated Richard Step's email found in 2026.
How to contact Richard Step?
To contact Richard Step send an email to [email protected].
What company does Richard Step work for?
Richard Step works for Ultimus LeverPoint Private Fund Solutions
What is Richard Step's role at Ultimus LeverPoint Private Fund Solutions?
Richard Step is Manager, Investor Services
What is Richard Step's Phone Number?
Richard Step's phone (215) ***-*310
What industry does Richard Step work in?
Richard Step works in the Investment Management industry.
Richard Step Email Addresses
Richard Step Phone Numbers
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