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Lance Stephens Location
Chicago, IL, US
Lance Stephens Work
2018 -now Senior Vice President @
2006 -2017 Midwest Sales Director @
2002 -2006 Regional Sales Manager @
1997 -2001 Regional Sales Manager @
Lance Stephens Education
Augustana College
Bachelor of Arts (B.A.) (Finance and Marketing)
Lance Stephens Skills
Mutual Funds
Financial Planning
Marketing
Investment Advisory
Asset Allocation
Sales & Marketing
Securities
Series 63
Sales Management
Sales
Finance
Wealth Management
Marketing Strategy
Asset Management
Business Development
Alternative Investments
Financial Services
Investments
Investment Strategies
CRM
Lance Stephens Summary
Lance Stephens, based in Chicago, IL, US, is currently a Senior Vice President at First Pacific Advisors (FPA). Lance Stephens brings experience from previous roles at First Eagle Investment Management, M&T Bank and Calamos Investments. Lance Stephens holds a Bachelor of Arts (B.A.) in Finance and Marketing @ Augustana College. With a robust skill set that includes Mutual Funds, Financial Planning, Marketing, Investment Advisory, Asset Allocation and more. Lance Stephens has 3 emails and 1 mobile phone numbers on RocketReach.
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