Scott Stephens Email & Phone Number
Managing Partner and Director @ BakerAvenue Wealth Management
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Scott Stephens Location
- Southlake, TX, US
Scott Stephens Work
- 2009 -now Managing Partner and Director @
- 2007 -2009 Vice President @
- 2001 -2007 Senior Investment Consultant @
- 1998 -2000 Investment Consultant @
- 1996 -1998 Brokerage Trader @
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
- Asset Allocation
- Marketing
- Strategic Planning
- Asset Managment
- Business Development
- Hedge Funds
- Investments
- Investment Management
- Investment Advisory
- Wealth Management
- Retirement
- Mentoring
- Talent Management
- Management
- Coaching
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.
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