Steven Annunziato, MBA

Chief Operating Officer at Dymapak
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Location
US
Languages
  • English -

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Credentials

  • Chartered Alternative Investment Analyst
    CAIA Association
  • Series 63
    Financial Industry Regulatory Authority (FINRA)
  • Series 7
    Financial Industry Regulatory Authority (FINRA)

Experience

    • United States
    • Packaging and Containers Manufacturing
    • 1 - 100 Employee
    • Chief Operating Officer
      • Aug 2016 - Present

      Dymapak designs, patents, and distributes proprietary child resistant packaging solutions across North America. With operations in Canada, Colorado, and China, we effectively serve three distinct markets: Home, Pharmaceutical, and Medical/Recreational Cannabis Dymapak designs, patents, and distributes proprietary child resistant packaging solutions across North America. With operations in Canada, Colorado, and China, we effectively serve three distinct markets: Home, Pharmaceutical, and Medical/Recreational Cannabis

    • Switzerland
    • Financial Services
    • 700 & Above Employee
    • Alternative Investment Specialist - Business Development
      • Nov 2013 - Aug 2016

      •Contributed to the sales and marketing effort resulting in $1.2b of new capital from UBS Private Wealth Clients into hedge funds, fund of funds, and private real estate •Built strong relationships with regional sales directors and financial advisors by providing reliable, accurate, and insightful product information•Coordinated the launch of new hedge funds which included working directly with investment teams, distribution, legal, and operations •Documented key asset flow trends across and formulated sales strategies to win new business•Provided sales and asset flow projections to senior investment personnel that was used to optimally manage portfolios by adding and removing positions and/or managers•Participated on monthly calls with investment personnel to understand portfolio changes, performance attribution, and outlook• Wrote monthly commentary on product lineup that consists of performance analysis of underlying funds and strategies

    • Regulatory Reporting Analyst
      • Nov 2011 - Nov 2013

      •Assisted in the preparation and submission of all regulatory reports filed on behalf of the firm•Responsible for the CFTC Customer Asset Segregation Computation for OTC derivatives traded at ICE and CME •Reported financial results to senior management for Focus reporting package relating to SEA Rule 15c3-1 and 15c3-3

    • Analyst - Graduate Training Program
      • Jul 2010 - Nov 2011

      •Participated in a two-year rotational program enhancing quantitative analytical proficiency and product expertise•Consisted of two rotations through various control/reporting roles and an offer of full-time employment within the Regulatory Reporting Group in lieu of a third rotationRegulatory Reporting group

    • United States
    • Investment Management
    • 1 - 100 Employee
    • Partner
      • 2009 - 2014

      •Analyze potential real estate investment opportunities in the greater Hudson Valley with a focus on student housing •Perform risk and valuation modeling to forecast cash flow, ROI, and ROE •Regularly evaluate portfolio of seven properties (35 beds) to explore options to further maximize returns and increase cash flow •Analyze potential real estate investment opportunities in the greater Hudson Valley with a focus on student housing •Perform risk and valuation modeling to forecast cash flow, ROI, and ROE •Regularly evaluate portfolio of seven properties (35 beds) to explore options to further maximize returns and increase cash flow

Education

  • New York University - Leonard N. Stern School of Business
    Master of Business Administration (M.B.A.), Finance / Real Estate / Management
    2016 - 2019
  • Providence College
    BS, Finance
    2005 - 2009
  • Greenwich High School
    2001 - 2005

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