Britt Stephens Location
San Diego, CA, US
Britt Stephens Work
- 2022 - now Vice President @ Lumena Financial Strategies
- 2017 - 2022 Senior Manager @ Lumena Financial Strategies
- 2017 - 2017 Senior Manager - Broker Dealer Operations @ Waddell & Reed
- 2016 - 2017 Manager - Broker Dealer Operations @ Waddell & Reed
- 2012 - 2016 Manager - Client Services @ Waddell & Reed
- 2011 - 2012 Call Center Team Lead @ Waddell & Reed
- 2009 - 2011 Client Service Rep @ Waddell & Reed
Britt Stephens Education
- Pittsburg State University
Bachelor of Business Administration (B.B.A.) (Finance, General)
2005 - 2009
Britt Stephens Skills
- Mutual Funds
- Securities
- Investments
- Financial Services
- Insurance
- Equities
- Wealth Management
- 401k
- Customer Service
- Fixed Income
Britt Stephens Summary
Britt Stephens, based in San Diego, CA, US, is currently a Vice President at Lumena Financial Strategies. Britt Stephens brings experience from previous roles at Lumena Financial Strategies and Waddell & Reed. Britt Stephens holds a 2005 - 2009 Bachelor of Business Administration (B.B.A.) in Finance, General @ Pittsburg State University. With a robust skill set that includes Mutual Funds, Securities, Investments, Financial Services, Insurance and more. Britt Stephens has 1 emails and 1 mobile phone numbers on RocketReach.
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