Steve Marchi
About Steve Marchi
Steve Marchi is a Senior Business Analyst and Vendor Relationship Manager at Russell Investments, where he has worked since 2022. With over 20 years of experience in the asset management industry, he has held various roles at notable firms including Franklin Templeton Investments and Principal Funds.
Work at Russell Investments
Steve Marchi has been employed at Russell Investments since 2022, serving as a Senior Business Analyst and Vendor Relationship Manager. In this role, he is responsible for overseeing the vendor relationship with the sub-transfer agent. His position involves collaboration with legal and compliance teams to ensure that policies and procedures are effectively implemented from both a customer service and compliance perspective. He is based in El Dorado Hills, California.
Previous Experience at Franklin Templeton Investments
Steve Marchi worked at Franklin Templeton Investments from 1997 to 2005 and again from 2005 to 2007. His roles included Team Supervisor for Legal Transfers and Correspondence, where he managed legal documentation and correspondence, and Investment Advisor Services Channel Supervisor, where he supervised operations related to investment advisory services. He gained extensive experience in transfer agent administration during his tenure as a Senior Analyst in Global Transfer Agent Administration.
Experience at Principal Funds
From 2007 to 2018, Steve Marchi held the position of Senior Manager of Mutual Fund Operations at Principal Funds. In this role, he was responsible for overseeing mutual fund operations, contributing to the efficiency and effectiveness of fund management processes. His eleven years at Principal Funds added significant depth to his expertise in the asset management sector.
Education and Expertise
Steve Marchi earned a Bachelor of Arts degree in Legal Studies from the University of California, Berkeley. His educational background has provided him with a solid foundation in legal principles, which he applies in his roles within the asset management industry. With over 20 years of experience, he has developed expertise in vendor management, compliance, and customer service within financial services.