Spencer Stephens Location
Salt Lake City, UT, US
Spencer Stephens Work
- 2025 - now Retiremet Planner @ Fidelity Investments
- 2021 - now Online Adjunct Instructor and Subject Matter Expert @ Brigham Young University - Idaho
- 2024 - 2025 Customer Relationship Advocate @ Fidelity Investments
- 2017 - 2024 Founder and Financial Planner @ Five Financial Planning
- 2014 - 2021 Firm Administrator @ Stephens Management Corporation
- 2015 - 2015 Operations Summer Analyst @ Goldman Sachs
- 2012 - 2014 Quality Assurance @ Mindshare Technologies
- 2011 - 2013 Project Manager and Researcher @ University of Utah - Employment
- 2012 - 2012 Maintenance Worker @ Service Corporation International
- 2012 - 2012 Physio-Neurological Therapist @ Learning Technics
Spencer Stephens Education
- Columbia University in the City of New York
CFP Board Financial Planning Teaching Seminar
2020 - 2020 - University of Utah - David Eccles School of Business
Master of Science (M.S.) Finance
2014 - 2016 - University of Utah
BA
2007 - 2013
Spencer Stephens Skills
- PowerPoint
- Social Media
- Close Attention to Detail
- Public Speaking
- Human Factors
- Human Resources
- Financial Planning
- Korean
- Finance
- Quality Assurance
Spencer Stephens Summary
Spencer Stephens, based in Salt Lake City, UT, US, is currently a Retiremet Planner at Fidelity Investments. Spencer Stephens brings experience from previous roles at Brigham Young University - Idaho, Fidelity Investments, Five Financial Planning and Stephens Management Corporation. Spencer Stephens holds a 2020 - 2020 CFP Board Financial Planning Teaching Seminar @ Columbia University in the City of New York. With a robust skill set that includes PowerPoint, Social Media, Close Attention to Detail, Public Speaking, Human Factors and more. Spencer Stephens has 3 emails and 1 mobile phone numbers on RocketReach.
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