Steven Salguero
@stevensalguero
Financial services operations professional with crypto market expertise and reconciliation focus.
United StatesWhat I'm looking for
I am a financial services operations professional with over nine years supporting large investment platforms and institutional client accounts in regulated environments. I specialize in reconciliation, transaction review, discrepancy investigation, and cross-functional coordination, and I actively apply operational discipline to managed account programs including SMA, UMA, and FSP structures.
I am also an independent cryptocurrency trader with hands-on experience trading on centralized exchanges, understanding exchange mechanics, blockchain confirmations, and market structure. I have partnered with custodians and internal technology teams to troubleshoot issues, improve workflows, and reduce recurring discrepancies, and I hold blockchain and bitcoin certifications.
Experience
Work history, roles, and key accomplishments
Independent Cryptocurrency Trader
Independent
Jan 2024 - Present (2 years 2 months)
Actively trade Bitcoin and other digital assets on centralized exchanges, monitor market liquidity and price movements, and manage order execution, wallet transfers, and blockchain confirmations to track trading performance and risk.
Senior Client Billing Analyst
Envestnet, Inc.
Sep 2015 - Sep 2024 (9 years)
Supported operational processes across a large fintech platform, validated high volumes of account-level financial data, and investigated trade and billing exceptions to resolve discrepancies with custodians and internal teams within operational timelines.
Accounts Receivable Specialist
IHS Markit
Aug 2014 - Sep 2015 (1 year 1 month)
Managed invoice tracking and reconciliation within a financial data environment, investigated payment discrepancies, and communicated with clients to resolve outstanding balances while maintaining accurate financial records.
Education
Degrees, certifications, and relevant coursework
State University of New York at Albany
Bachelor of Arts, Economics
Completed a Bachelor of Arts in Economics with coursework in economic theory and quantitative analysis.
SUNY Westchester Community College
Associate of Science, Business Administration
Completed an Associate of Science in Business Administration focusing on foundational business and administrative skills.
Tech stack
Software and tools used professionally
Availability
Location
United StatesAuthorized to work in
Job categories
Interested in hiring Steven?
You can contact Steven and 90k+ other talented remote workers on Himalayas.
Message StevenFind your dream job
Sign up now and join over 100,000 remote workers who receive personalized job alerts, curated job matches, and more for free!
