Ben Stephenson Email & Phone Number
Senior Financial Advisor @ Equitable Advisors
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Ben Stephenson Location
- New York, NY, US
Ben Stephenson Work
- Senior Financial Advisor @ (January 2020 - Present)
- Financial Advisor @ (June 2018 - January 2020)
- VIP Client Services @ (July 2017 - January 2019)
- Associate Scout @ (February 2016 - December 2016)
- Player Development @ (February 2015 - October 2015)
- Player Development @ (February 2014 - November 2014)
- Player Developemnt @ (March 2013 - September 2013)
- Summer Finance Internship @ (June 2009 - September 2009)
Ben Stephenson Education
- Wharton, University of Pennslvania 2026-2026
- Springfield College
Bachelor of Science (Sports Management)
2008-2011 - Savannah College of Art and Design 2005-2007
- Investment Banking Institute
Financial Modeling and Valuation
Ben Stephenson Skills
- 401(k) Retirement Savings Plans
- Asset Allocation Strategies
- B.A.T.S
- Baseball
- Coaching
- College Planning Strategies
- Customer Service
- Employee Benefits Design
- Estate Planning Strategies
- Event Planning
- Finance
- Financial Planning
- Financial Services
- IRAs
- Insurance Needs Analysis
- Insurance Services
- Investment Management
- Investment Strategies
- Leadership
- Management
- Marketing
- Microsoft Office
- Mircosoft Office
- Portfolio Management
- Retirement Plan Consulting
- Retirement Planning
- Risk Management
- SQL
- Sales & Marketing
- Sales Prospecting
- Scouting
- Small Business Retirement Planning
- Sports Industry
- Sports Management
- Tax-deferred Investment Planning
- Team Management
- Wealth Management
- sabermetrics
Ben Stephenson Summary
- Ben Stephenson, based in New York, NY, US, is currently a Senior Financial Advisor at Equitable Advisors. Ben Stephenson brings experience from previous roles at AXA Advisors, LLC, TAO Group, Pittsburgh Pirates and Minnesota Twins. Ben Stephenson holds a 2026 - 2026 Wharton, University of Pennslvania. With a robust skill set that includes 401(k) Retirement Savings Plans, Asset Allocation Strategies , B.A.T.S, Baseball, Coaching and more. Ben Stephenson has 1 emails and 1 mobile phone numbers on RocketReach.
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Top Equitable Advisors Employees
Loren Lo
Senior Vice President
Bellevue, WA, US
David Karr
Chairman of Equitable Advisors
New York, NY, US
James Mellin
President, Advice and Wealth Management
New York, NY, US
Dror Nir
President of The Greater New York Complex
New York, NY, US
Will Tsai
Chief Operating Officer
Madison, WI, US
Michael Goldberg
Senior Vice President, Southeast Complex
Boca Raton, FL, US
Jim Gibbs
Regional Vice President
Springfield, IL, US
Michael Bleke
Executive Vice President - Central Region
New Jersey, United States
James Farally
Regional Vice President
Forest Hill, MD, US
Joel Cochran
Vice President, Red River Complex
Dallas, TX, US
Stephen Ashe
Managing Partner
Rochester, NY, US
Christopher Moss
Chief Operating Officer
New York, NY, US
Steven Deer
Chief Operating Officer, Central Complex
Deerfield, IL, US
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