Steven Panek

Head Of Finance at Connected Asset Management

Steven Panek has a diverse work experience spanning over several years. Steven currently holds the position of Head of Finance & Data Analytics at Connected Asset Management since January 2022. Prior to that, they worked as a Business Controller (FP&A) at Natixis Investment Managers from July 2016 to December 2021.

Before joining Natixis, Steven worked at State Street as a Business Analyst (Change Management) from March 2015 to July 2016. Steven also had experience as a self-employed mobile app developer at Dyson Mobile from November 2014 to July 2015.

Steven has an extensive background in the banking sector, having worked at JPMorgan Chase. Steven held the positions of Business Analyst (Business/Commercial Banking) from February 2013 to November 2014, and FINRA Licensed Banker from May 2010 to February 2013.

Steven'searlier professional experience includes working as an Account Executive at Allied Integrated Marketing from July 2007 to March 2009.

Overall, Steven Panek has gained valuable experience in finance, data analytics, business control, change management, mobile app development, and banking throughout their career.

Steven Panek received a Bachelor of Science in Business (BSB) in Finance from DePaul University. In addition to their degree, they obtained certifications in Insurance Agent (Insurance Producer) from the National Association of Insurance Commissioners (NAIC) in July 2010, as well as Series 6 - Investment Company and Variable Contracts Products and Series 63 - Uniform Securities Agent from FINRA in June 2010.

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Timeline

  • Head Of Finance

    January, 2022 - present

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