Allocations
Steffane Smith, MBA, CWS, is an experienced financial professional currently serving as a Reconciliation and Banking Specialist at Allocations since October 2021. Prior roles include Associate Relationship Manager at Key Private Bank from August 2018 to July 2020, Personal Banker at KeyBank between February 2015 and August 2019, and Sr. Personal Banker at Citizens Bank from July 2012 to February 2015. Steffane holds a Master of Business Administration in Finance from Liberty University, attained in 2020, and a Bachelor of Science in Criminal Justice from Niagara University, completed in 2012.
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Allocations
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10,000+ investors and fund managers build, onboard and close funds on Allocations - the fastest and most advanced fund platform in the world