Michael Stevens Email & Phone Number
Partner and Senior Retirement Plan Consultant @ Creative Planning Retirement Services
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Michael Stevens Location
- Washington, DC, US
Michael Stevens Work
- Partner and Senior Retirement Plan Consultant @ (January 2022 - Present)
- Partner, Retirement Plan Consultant, Account Executive @ Lockton Retirement Services (January 2022 - July 2022)
- Vice President Account Executive at Lockton Retirement Services @ Lockton Retirement Services (July 2021 - July 2022)
- Assistant Vice President Account Executive @ Lockton Retirement Services (January 2018 - July 2022)
- Account Executive @ Lockton Retirement Services (April 2017 - July 2022)
- Partner and Senior Consultant @ Lockton Retirement Services (April 2017 - January 2022)
- Relationship Manager @ (November 2012 - January 2017)
- Client Relations Consultant @ (May 2011 - November 2012)
- Retail Operations Supervisor @ (January 2006 - May 2011)
Michael Stevens Education
- Frostburg State University
Bachelor of Science (B.S.) (History)
1995-2000 - The Johns Hopkins University - Carey Business School
Master of Science - MS (Finance, General)
Michael Stevens Skills
- 401(k) Retirement Savings Plans
- 401k
- Asset Allocation
- Asset Management
- Certified Financial Planner
- Consulting
- Finance
- Financial Planning
- Financial Services
- Fixed Income
- Investment Management
- Investments
- Management
- Mutual Funds
- Portfolio Management
- Relationship Management
- Retirement
- Retirement Planning
- Securities
- Series 24
- Series 6
- Series 63
- Series 66
- Series 7
- Strategic Partner Relationship Management
- Strategy
- Uniform Combined State Law
Michael Stevens Summary
- Michael Stevens, based in Washington, DC, US, is currently a Partner and Senior Retirement Plan Consultant at Creative Planning Retirement Services. Michael Stevens brings experience from previous roles at Lockton Retirement Services. Michael Stevens holds a 1995 - 2000 Bachelor of Science (B.S.) in History @ Frostburg State University. With a robust skill set that includes 401(k) Retirement Savings Plans, 401k, Asset Allocation, Asset Management, Certified Financial Planner and more. Michael Stevens has 1 emails on RocketReach.
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