Scott Stephens Email & Phone Number

Managing Partner and Director @ BakerAvenue Wealth Management

5 free lookup(s).

Scott Stephens Location

Southlake, TX, US

Scott Stephens Work

2009 - now Managing Partner and Director @ BakerAvenue Wealth Management
2007 - 2009 Vice President @ Fidelity Investments
2001 - 2007 Senior Investment Consultant @ Fidelity Investments
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1998 - 2000 Investment Consultant @ Fidelity Investments
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1996 - 1998 Brokerage Trader @ Fidelity Investments
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Scott Stephens Education

Assumption University
1989 - 1993

Scott Stephens Skills

Financial Modeling
Mutual Funds
Securities

Fixed Income
Project Management
Finance
Equities
Sales
Portfolio Management
Risk Management

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Scott Stephens Summary

Scott Stephens, based in Southlake, TX, US, is currently a Managing Partner and Director at BakerAvenue Asset Management. Scott Stephens brings experience from previous roles at Fidelity Investments. Scott Stephens holds a 1989 - 1993 Assumption University. With a robust skill set that includes Financial Modeling, Mutual Funds, Securities, Fixed Income, Project Management and more. Scott Stephens has 1 emails and 1 mobile phone numbers on RocketReach.

Scott Stephens Emails

Found 1 emails

@bakerave.com

Scott Stephens Phone Numbers

Found 4 phone numbers

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Others Named Scott Stephens

Scott Stephens

COO at DATAMATX

Atlanta, GA, US
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- datamatx.com
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- +1 404-316-XXXX
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- +1 404-233-XXXX
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Scott Stephens

Co-Founder at Torch Collective

Nashville, TN, US
1
- gmail.com
3
- +1 615-477-XXXX
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- +1 615-969-XXXX

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Doug Couden

Chief Investment Officer at BakerAvenue Wealth Management

San Francisco, CA, US
1
- bakerave.com
4
- +1 415-279-XXXX
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Jerry Luff

Partner, COO at BakerAvenue Wealth Management

San Juan Capistrano, CA, US
2
- bakerave.com
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Nick Espiritu

Wealth Advisor, Director at BakerAvenue Wealth Management

San Francisco, CA, US
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Nick McInnis

Investment Management, Director at BakerAvenue Wealth Management

San Francisco, CA, US
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- bakerave.com
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- +1 707-782-XXXX
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Geoffrey Erwin

Wealth Advisor, Director at BakerAvenue Wealth Management

Dallas, TX, US
2
- gmail.com
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2
- +1 575-693-XXXX
- +1 469-767-XXXX
Simon Mayali

Director of Estate Planning at BakerAvenue Wealth Management

San Francisco, CA, US
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- gmail.com
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1
- +1 510-853-XXXX
Kris Krauszer

Wealth Advisor, Director at BakerAvenue Wealth Management

Lake Mary, FL, US
2
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Michael Dunn

Wealth Solutions Managing Director at BakerAvenue Wealth Management

San Clemente, CA, US
2
- bakerave.com
- gmail.com
5
- +1 310-310-XXXX
- +1 858-731-XXXX
- +1 410-979-XXXX
- +1 410-494-XXXX
- +1 720-771-XXXX
Tanya Welch

Wealth Advisor, Partner at BakerAvenue Wealth Management

San Francisco, CA, US
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- hotmail.com
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