Alan Stout Location
Houston, TX, US
Alan Stout Work
- 2022 - now VP - Specialist @ BNY
- 2017 - 2022 Securities Administrative Services Analyst @ Wells Fargo
- 2016 - 2022 Relationship Manager @ Heartland Payroll and Payment Solutions
- 2016 - 2016 Founder @ LMC Wealth Management
- 2012 - 2016 Merrill Edge Financial Solutions Advisor @ Merrill Lynch
- 2010 - 2012 Trading and Client Relations @ Margolis Brady Raghavan Financial, Inc.
- 2003 - 2010 Client Manager and Trader @ Stavis Margolis Advisory Services
- 1987 - 1989 Credit Marketing @ CBR
Alan Stout Education
- Rice University
BA (Economics)
1979 - 1986
Alan Stout Skills
- Asset Allocation
- Asset Management
- Retirement Planning
- Investments
- Securities
- Series 7
- Mutual Funds
- FINRA
- Wealth Management Services
- Portfolio Management
Alan Stout Summary
Alan Stout, based in Houston, TX, US, is currently a VP - Specialist at BNY Mellon. Alan Stout brings experience from previous roles at Wells Fargo, Heartland Payment Systems, LMC Wealth Management and Merrill Lynch. Alan Stout holds a 1979 - 1986 BA in Economics @ Rice University. With a robust skill set that includes Asset Allocation, Asset Management, Retirement Planning, Investments, Securities and more. Alan Stout has 3 emails and 2 mobile phone numbers on RocketReach.
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