Steven Pasko
Summary
Results-driven Operations and Sales Support professional with over 20 years of experience in managing client relationships and coordinating high-volume transactions. Expertise in delivering accurate processing of complex financial products, maintaining data integrity, and enhancing operational processes. Skilled in CRM systems, pricing strategies, pipeline management, and cross-department collaboration to achieve business objectives.
Overview
32
32
years of professional experience
4
4
years of post-secondary education
Work History
Consultant
SuttonPark Capital
01.2025 - 01.2026
- Coordinated the transfer and servicing of annuity payment streams to new servicing providers.
- Managed operational projects, facilitating effective communication among clients, vendors, and stakeholders.
- Maintained detailed records and reporting to track project status and deliverables.
- Collaborated with internal and external parties to swiftly resolve issues and minimize project delays.
- Ensured transaction-related documentation was accurate and complete, supporting compliance and process integrity.
Vice President, Operations & Business Development
SuttonPark Capital
01.2015 - 01.2025
- Managed a high-volume pipeline of structured settlement and annuity transactions from submission through funding.
- Acted as primary liaison for clients, brokers, attorneys, and internal departments, facilitating effective communication and issue resolution.
- Coordinated efforts among underwriting, legal, operations, and funding teams to streamline transaction workflows and enhance collaboration.
- Reviewed transaction documentation to ensure accuracy, completeness, compliance, and competitive pricing, supporting smooth transaction processes.
- Built and maintained long-term client and referral partner relationships.
- Supported sales originators through pricing analysis and customer follow-up.
- Maintained CRM records, customer files, pipeline reports, and sales activity tracking.
Vice President
SAC Capital
01.2010 - 01.2015
- Managed relationships with institutional clients and external business partners to enhance collaboration and drive strategic initiatives.
- Prepared reports, presentations, and analytical materials for senior management to support informed decision-making and strategic planning.
- Coordinated operational activities across multiple departments to streamline processes and ensure alignment with organizational goals.
- Maintained databases and records requiring a high degree of accuracy.
Vice President
Andor Capital Management
01.1994 - 01.2010
- Facilitated client service and operational functions to ensure smooth operations in a fast-paced environment.
- Coordinated communications between clients, vendors, and internal stakeholders to enhance collaboration.
- Supported client service and operational functions in a fast-paced environment.
- Contributed to business development initiatives and relationship management efforts to drive client engagement.
Education
Bachelor of Science - Finance
Washington University in St. Louis | Olin Business School
St Louis, MO 09.1988 - 05.1992
Skills
- Client Needs Assessment
- Business Development
- Sales Support
- Salesforce
- Pipeline Management
- CRM Management
- Reporting & Analytics
- Data Management
- Process Improvement
- Microsoft Office
- Excel
- Stakeholder Engagement
- Relationship Building
- Customer Service
- Product recommendations
Timeline
Consultant
SuttonPark Capital
01.2025 - 01.2026
Vice President, Operations & Business Development
SuttonPark Capital
01.2015 - 01.2025
Vice President
SAC Capital
01.2010 - 01.2015
Vice President
Andor Capital Management
01.1994 - 01.2010
Bachelor of Science - Finance
Washington University in St. Louis | Olin Business School
09.1988 - 05.1992