Caroline Stegman Email & Phone Number
Senior Client Relationship Manager - Retirement Services @ OneDigital Health and Benefits
Caroline Stegman's Location
St. Louis, MO, US
Caroline Stegman's Work
- Senior Client Relationship Manager - Retirement Services @ OneDigital Health and Benefits
- Owner @ Wittmond Hotel
- Senior Vice President @ HM Capital Management
- Vice President, Defined Contribution Services @ Summit Strategies Group
- Consulting Associate, Defined Contribution Services @ Summit Strategies Group
- Research Analyst @ Summit Strategies Group
- MBA Graduate @ Saint Louis University
- MBA Internship @ Centene Corporation
- Investment Management Analyst @ Morgan Stanley
- Registered Customer Service Associate @ Morgan Stanley
Caroline Stegman's Education
- Saint Louis University
MBA (Finance)
2008 - 2009 - American Society of Pension Professionals and Actuaries
QKA designation attained (Qualified 401k Plan Administrator)
2016 - 2017 - Saint Louis University
BSBA (Finance)
1999 - 2003
- Villa Duchesne / Oak Hill School1995 - 1999
Caroline Stegman's Skills
- Investments
- Asset Allocation
- Financial Analysis
- Financial Modeling
- Portfolio Management
- Asset Managment
- Strategic Financial Planning
- Series 7
- Alternative Investments
- Investment Advisory
Caroline Stegman's Summary
Caroline Stegman, based in St. Louis, MO, US, is currently a Senior Client Relationship Manager - Retirement Services at OneDigital, bringing experience from previous roles at Wittmond Hotel, HM Capital Management and Summit Strategies. Caroline Stegman holds a 2008 - 2009 MBA in Finance @ Saint Louis University. With a robust skill set that includes Investments, Asset Allocation, Financial Analysis, Financial Modeling, Portfolio Management and more, Caroline Stegman contributes valuable insights to the industry. Caroline Stegman has 4 emails on RocketReach.
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