Steven G. Rubenstein steve@arrowpartners.com (914) 251-1084 ext. 12 • 25 years industry experience • Founded Arrow in 1995 • Lehigh University - BS in Finance 1984 • Securities licenses: 24, 7, 63 • Past President, Third Party Marketing Association Steve has been a pioneer in the third party marketing business and has helped Arrow become one of the industry’s leading firms. Prior to forming Arrow in 1995, Steve was Vice President, Bankers Trust, Global Investment Management Group. While at BT, he established several private label and sub-advisory relationships with outside financial intermediaries to leverage external distribution networks for the bank. He also successfully sold the full spectrum of BT-managed products. From 1986 to 1988 he marketed independent research to US-based institutional investors for Institutional Research Services. Steve began his career in 1984 at Drexel Burnham Lambert, where he sold independent research products and services to financial institutions.