Roger Stephens Email & Phone Number
Managing Director - Financial Advisor @ RBC Wealth Management
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Roger Stephens Location
- Los Angeles, CA, US
Roger Stephens Work
- 2019 -now Managing Director - Financial Advisor @
- 2010 -2019 Managing Director - Investments @
- 2006 -2010 Senior Vice President, Financial Advisor @
- 2000 -2006 Vice President, Financial Advisor @ UBS Paine Webber
Roger Stephens Skills
- Microsoft Office
- Management
- Financial Reporting
- Microsoft Excel
- Strategy
- Marketing
- Leadership
- Investments
- Portfolio Management
- Business Planning
- Series 63
- Investment Management
- Investment Banking
Roger Stephens Summary
- Roger Stephens, based in Los Angeles, CA, US, is currently a Managing Director - Financial Advisor at RBC Wealth Management. Roger Stephens brings experience from previous roles at UBS, Morgan Stanley Smith Barney and UBS Paine Webber. With a robust skill set that includes Microsoft Office, Management, Financial Reporting, Microsoft Excel, Strategy and more. Roger Stephens has 3 emails and 1 mobile phone numbers on RocketReach.
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