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
- 2024 -now Director, Strategic Relationships-Workplace Financial Services @
- 2019 -2024 Senior Relationship Manager-Executive Services @
- 2017 -2019 Premium Elite Relationship Manager-Assistant Vice President @
- 2012 -2017 Investment Consultant @
- 2011 -2012 Stockbroker Intern @
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 on RocketReach.
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