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Steve Wasserman

Lecturer, Finance
Consulting Part-Time Chief Financial Officer, SRW CFO Services, LLC
Vice President of Corporate Finance, The Pioneer Group, Inc.
MBA, Babson College, 1984
BBA, University of Michigan, 1978
Office: Morison Hall 182 | 781.891._2536 | swasserman@bentley.edu
                       


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Bio

Steven Wasserman has extensive experience as a corporate executive and chief financial officer. He has been part of the executive team of various firms involved in turnaround situations, mergers and acquisitions, and IPOs, and he has significant Wall Street experience raising capital and managing relationships with investors, investment bankers, rating agencies, and commercial banks.

Teaching Interests

Corporate Finance, Financial Modeling, and Performance Measurement

Consulting/Practice Interests

Consulting CFO for venture backed companies. Currently support two companies as fractional CFO.

Conference Presentations

Wasserman, S. R. (2016). "Adaptive Insights Client Meeting." Presented at the CFO Thought Leadership.

Wasserman, S. R. (2015). "Rethinking Corporate Preformance Measurement." Presented at the CFO Leadership Council's CFO Leadership Council.

Wasserman, S. R. (2015). "The First 100 Days on the Job." Presented at the Financial Executives Institute's Financial Executives Institute.

Wasserman, S. R. (2014). "Term Sheet Wars." Presented at the CFO Leadership Council's Controller's Roundtable.

Wasserman, S. R. (2012). "CFO Best Practices - Soft Skills." Presented at the Financial Executives Institute's Financial Executives Institute.

Wasserman, S. R. (2011). "Working Effectively with Boards." Presented at the CFO Roundtable's CFO Roundtable.

Wasserman, S. R. (2010). "IPO Conference." Presented at the Financial Executives Institute's Financial Executives Institute.

Wasserman, S. R. (2009). "Return to the IPO Market." Presented at the Bingham McCutchen Director's Roundtable's Bingham McCutchen Director's Roundtable.

Wasserman, S. R. (2009). "IPO Summit." Presented at the Oppenheimer & Company's Oppenheimer & Company.

Wasserman, S. R. (1996). "Fixed Income Investment Funds." Presented at the Fidelity Investments's Fidelity Investments Managed Income Client Conference.

Wasserman, S. R. (1995). "Stable Value Investment Funds." Presented at the Investment Management Institute's Investment Management Institute.

Wasserman, S. R. (1995). "Asset Allocation." Presented at the State Street Research's State Street Research Client Conference.

Wasserman, S. R. (1994). "Asset Liability Mismatch." Presented at the Institutional Investor Institute's Institutional Investor Institute.

Service

University Service
Director of The Howard A. Winer ‘58 Lab for Economics, Accounting and Finance for Director of The Howard A. Winer ‘58 Lab for Economics, Accounting and Finance, 2020
Committee Member for Graduate Academic Performance Committee , 2020 - Present
Mentor (Faculty) for Faculty Advisor Bentley TAMID Chapter, 2017 - Present
Mentor (Faculty) for Graduate Finance Association, 2017 - Present
Co-Course Coordinator for GB112 / GB212 Co-Course Coordinator, 2018 - 2020

Professional Service
Board of Advisors of a Company for Threshold Advisory Council, 2015 - Present