Anna Stephens Email & Phone Number
Team Lead Banking Operations @ Charles Schwab
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Anna Stephens Location
- Orlando, FL, US
Anna Stephens Work
- Team Lead Banking Operations @ (August 2025 - Present)
- Senior Representative- Institutional Client Operations @ (February 2022 - August 2025)
- Specialty Sales- Style Consultant @ (July 2021 - February 2022)
- Assistant Manager @ (August 2020 - December 2021)
- Sales Floor Associate @ (November 2019 - December 2021)
Anna Stephens Education
- University of Central Florida
Bachelor's degree (Finance, General)
2019-2021 - Florida State University
Finance (General)
2017-2018 - University of Colorado Denver
Master's degree (Accounting)
2025
Anna Stephens Skills
- Analytical Skills
- Attention to Detail
- Business Intelligence (BI)
- Communication
- Data Analysis
- Data Entry
- Financial Analysis
- Financial Modeling
- General Securities Principal
- Industry Training
- Investment Banking
- Leadership
- Microsoft Excel
- Microsoft Office
- Microsoft PowerPoint
- Office 365
- Series 7
- Service Work
- Spreadsheets
- Teamwork
- Time Management
- Web Analytics
Anna Stephens Summary
- Anna Stephens, based in Orlando, FL, US, is currently a Team Lead Banking Operations at Charles Schwab. Anna Stephens brings experience from previous roles at BNY Mellon | Pershing, Target and The Copper Closet. Anna Stephens holds a 2019 - 2021 Bachelor's degree in Finance, General @ University of Central Florida. With a robust skill set that includes Analytical Skills, Attention to Detail, Business Intelligence (BI), Communication, Data Analysis and more. Anna Stephens has 3 emails and 4 mobile phone numbers on RocketReach.
Looking for a different Anna Stephens?
Find contact details for 700 million professionals.
Others Named Anna Stephens
Anna Stephens
Buyer
Jasper, GA, US
Anna Stephens
GTM Strategy and Operations
San Francisco, CA, US
Anna Stephens
General Manager
Murrieta, CA, US
Anna Stephens
Senior Commodity Manager, Logistics
Marietta, GA, US
Top Charles Schwab Employees
Kathie Chao
Managing Director, Wealth Offers, Operations, and Specialists
San Francisco, CA, US
Stacy Hammond
Chief Marketing Officer
California, United States
Crosby Mulwee
Managing Director - Head of Treasury Corporate Finance
Texas, United States
Brian Cook
Chief Operating Officer, Schwab's Banks
Southlake, TX, US
Jon Beatty
Chief Operating Officer
Texas, United States
Jeff Houdek
Founder and CEO at JJH Investing
Appleton, WI, US
Omar Aguilar
Chief Executive Officer, Schwab Asset Management
San Francisco, CA, US
Rick Wurster
President and Chief Executive Officer, The Charles Schwab Corporation
Texas, United States
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co