2018 -
2022 Senior Client Relationship Manager - Business Development @ Aperio Group, LLC
1997 -
2018 Senior Managing Director, Director of National Sales, Intermediary Business Group @
Michael Stevens Education
Gordon College
BA (Business)
1989
-
1992
Lexington Christian Academy 1982
-
1987
Michael Stevens Skills
Leadership
Business Analysis
Marketing
Leading Sales Teams Focused On Fee Based Wealth Managers
New Business Development
Customer Service
Strategic Planning
Sales
Management
Account Management
Project Management
Portfolio Management
Microsoft Excel
Data Analysis for New Business Development
Fin Tech Distribution
Michael Stevens Summary
Michael Stevens, based in Boston, MA, US, is currently a Senior Vice President at Aristotle. Michael Stevens brings experience from previous roles at Aperio Group, LLC and State Street. Michael Stevens holds a 1989 - 1992 BA in Business @ Gordon College. With a robust skill set that includes Leadership, Business Analysis, Marketing, Leading Sales Teams Focused On Fee Based Wealth Managers, New Business Development and more. Michael Stevens has 1 emails and 1 mobile phone numbers on RocketReach.
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