George Stephan Email & Phone Number
Global COO - Wealth Management Alternatives @ Franklin Templeton
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George Stephan Location
- Oyster Bay, NY, US
George Stephan Work
- Global COO - Wealth Management Alternatives @ (October 2024 - Present)
- Head of Strategy and Business Development, Global Client Solutions @ (December 2023 - October 2024)
- COO, Americas Global Wealth @ (September 2019 - December 2023)
- Executive Director @ (April 2011 - September 2019)
- Alternative Investments @ Oppenheimer & Co (March 2010 - April 2011)
George Stephan Education
- Wagner College
2010 Dual MBA (Finance & Management)
2009-2010 - Wagner College
Bachelor of Science (B.S.) (Finance, Marketing)
2008-2010 - Culver Military Academy
High School
2001-2005
George Stephan Skills
- Paperwork
- Cash
- Stock Market
- Investments
- Sports
- Conservative
- Trading Desk
- Sales
- Subscriptions
- Allocations
- Series 7
- Strategic Planning
- Databases
- Bowling
- Communication
- International
- Loan Servicing
- Equities
- OTC
- Honor
- Hedge Funds
- Brokers
- Accounting
- Finance
- Wealth Management
- Securities
- Reporting
- Project Management
- Computer Proficiency
- Business Administration
- Margin Improvement
- Microsoft Word
- Outlets
- System
- PowerPoint
- Job Opportunities
- Executions
- Bloomberg
- Microsoft Excel
- Wealth Management Services
- Reconcile
- High Net Worth
- Stocks
- Bonds
- Photoshop
- Campaigns
- Avid Media Composer
- Brooklyn
- Marketing
- Marketing Strategy
- Google Groups
- Client Money
- Financial Statements
- Money Management
- Rules
- Fund of Funds
- Scholarships
- Vehicles
- Football
- Construction
- Profit
- Design
- New Clients
- Strategy
- Labor Issues
- Operational Excellence
- Management
- Funding
- Responsibility
- Compliance
- Hockey
- Excel
- Month End
- Majors
- New York
- Trading
- Private Equity
- Investment Strategies
- Portfolio Management
- Golf
- Resolve
- Research
- Sold
- Redemptions
- Internal Audit
- Delta
- Asset Management
- Entrepreneurship
- Alternative Investments
- High Net Worth Individuals
- Mutual Funds
- SEC
- Client Services
George Stephan Summary
- George Stephan, based in Oyster Bay, NY, US, is currently a Global COO - Wealth Management Alternatives at Franklin Templeton. George Stephan brings experience from previous roles at KKR, Morgan Stanley and Oppenheimer & Co. George Stephan holds a 2009 - 2010 2010 Dual MBA in Finance & Management @ Wagner College. With a robust skill set that includes Paperwork, Cash, Stock Market, Investments, Sports and more. George Stephan has 3 emails and 1 mobile phone numbers on RocketReach.
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