CheckFree Investment Services, now part of Fiserv, Inc. (NASDAQ: FISV) and the leading platform provider for separately managed accounts (SMAs) and unified managed accounts (UMAs), is pleased to announce that Steve Steinberg has joined the company as director of trading solutions.
In his new role, Steinberg will be responsible for the overall product strategy for CheckFree Trading Solutions, which includes real-time model management, decision support, optimization and trade order management. This will include identifying new features and product innovations, and leading the Trading Solutions product management team in driving continued product innovation and increased efficiencies across CheckFree Investment Services' trading platforms.
Prior to Fiserv, Steinberg served as a director at UBS Wealth Management, managing a team of business analysts and project managers, providing project management and business analysis for UBS' portfolio management and trading systems. Before this, Steinberg was with American Telephone and Telegraph where he implemented the world class database marketing data platforms.
"Steve brings a wealth of high-profile managed account solutions and technology experience to CheckFree," said Cheryl Nash, senior vice president of strategic marketing and business development for CheckFree Investment Services, now part of Fiserv. "Our trading platform supports more than 350 industry participants, and we are continually evolving with the industry to support the needs across our vast client base. Steve's depth of knowledge of the Managed Account industry will certainly make him a valuable asset to our team."