Amanda Stephens Email & Phone Number
Director, Retirement Plan Consulting @ Compass Financial Partners
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Amanda Stephens Location
- Raleigh, NC, US
Amanda Stephens Work
- 2024 -now Director, Retirement Plan Consulting @
- 2011 -2024 Senior Managing Consultant, Institutional Relationships @
- 2007 -2011 Vendor Search Consultant @
- 2005 -2006 Financial Associate @
Amanda Stephens Education
- Meredith College
BS (Finance and Mathematics)
2002-2005
Amanda Stephens Skills
- Financial Services
- Services
- Leadership
- Business Analysis
- Research
- Risk Management
- Business Strategy
- Management
- Coaching
- Adult Education
Amanda Stephens Summary
- Amanda Stephens, based in Raleigh, NC, US, is currently a Director, Retirement Plan Consulting at Marsh McLennan Agency | Compass Financial Partners. Amanda Stephens brings experience from previous roles at TIAA, CAPTRUST Financial Advisors and A.G. Edwards & Sons, Inc.. Amanda Stephens holds a 2002 - 2005 BS in Finance and Mathematics @ Meredith College. With a robust skill set that includes Financial Services, Services, Leadership, Business Analysis, Research and more. Amanda Stephens has 3 mobile phone numbers on RocketReach.
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