Steve Sak has extensive experience in the financial industry, including their current role as Managing Director at ViewTrade Holding Corp. In this position, they have revitalized technology, operational, and service platforms, providing custody, trading, and technology solutions to foreign intermediaries, asset managers, investment advisors, and hedge fund managers. Steve has also diversified the revenue stream and introduced fee solutions to European and Asian B2B end-users.
Prior to their current role, Sak was a Principal at BNY Mellon | Pershing from 2000 to 2016. In this role, they worked as a business development consultant, providing custodial solutions to Registered Investment Advisors. Steve also coached brokers on starting their own advisory practice.
Steve Sak holds a Bachelor's degree in Business Administration and Management, with a focus in General Studies, from Penn State University. No specific start or end years were provided for this education.
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