Steven Kopp

Steven Kopp has extensive experience in the financial services industry, currently serving as a Senior Associate in Asset Management Finance at New York Life Insurance Company since January 1998. In this role, Steven analyzes shareholder count and asset trends across numerous fund share classes and accounts to enhance revenue for the mutual fund transfer agent, while also creating monthly Tableau dashboards for management. Previously, as a Team Leader for Mutual Funds, Steven managed a customer service desk handling 200,000 calls per year, oversaw a team of nine representatives, and earned the Dalbar Service Award for outstanding customer service. Earlier in their career, Steven worked as an Account Specialist at Boston Financial Data Services. Steven holds an MBA in Business with a focus on Finance from Seton Hall University and degrees in Business Administration and Economics from Niagara University, as well as an Associate's degree from the State University of New York College of Agriculture and Technology at Morrisville.