Michael Stella Email & Phone Number
Director, Strategic Relationships-Workplace Financial Services @ Charles Schwab
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Michael Stella Location
- Chicago, IL, US
Michael Stella Work
- Director, Strategic Relationships-Workplace Financial Services @ (August 2024 - Present)
- Senior Relationship Manager-Executive Services @ (July 2019 - July 2024)
- Premium Elite Relationship Manager-Assistant Vice President @ (February 2017 - July 2019)
- Investment Consultant @ (July 2012 - February 2017)
- Stockbroker Intern @ (September 2011 - July 2012)
Michael Stella Education
- North Central College
Bachelor's degree (Finance)
2008-2012
Michael Stella Skills
- Asset Allocation
- Modern Portfolio Theory
- Sales Key Dialogue Model
- SPIN Selling
- Investment Strategies
- Stocks
- ETFs
- Options Strategies
- Mutual Funds
- Stock Trading
- Retirement Planning
- Financial Markets
- Customer Relationship Management (CRM)
- Microsoft Office
- Series 7
- Series 63
- 401k Rollovers
- Customer Relationship Management Crm
- Business Relationship Management
- Sales
- Microsoft PowerPoint
- Portfolio Management
- Series 66
- Microsoft Word
- Trading
- Customer Relationship Management
Michael Stella Summary
- Michael Stella, based in Chicago, IL, US, is currently a Director, Strategic Relationships-Workplace Financial Services at Charles Schwab. Michael Stella brings experience from previous roles at E*TRADE from Morgan Stanley, Merrill Edge and Scottrade. Michael Stella holds a 2008 - 2012 Bachelor's degree in Finance @ North Central College. With a robust skill set that includes Asset Allocation, Modern Portfolio Theory, Sales Key Dialogue Model, SPIN Selling, Investment Strategies and more. Michael Stella has 3 emails and 1 mobile phone numbers on RocketReach.
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