Spencer Stephens Email & Phone Number
Retiremet Planner @ Fidelity Investments
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Spencer Stephens Location
- Salt Lake City, UT, US
Spencer Stephens Work
- 2025 -now Retiremet Planner @
- 2021 -now Online Adjunct Instructor and Subject Matter Expert @
- 2024 -2025 Customer Relationship Advocate @
- 2017 -2024 Founder and Financial Planner @ Five Financial Planning
- 2014 -2021 Firm Administrator @ Stephens Management Corporation
- 2015 -2015 Operations Summer Analyst @
- 2012 -2014 Quality Assurance @ Mindshare Technologies
- 2011 -2013 Project Manager and Researcher @
- 2012 -2012 Maintenance Worker @
- 2012 -2012 Physio-Neurological Therapist @
- 2011 -2011 Human Factors Intern @ Spillman Technologies
- 2010 -2011 Caregiver @
- 2008 -2010 Representative @
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
- Boy Scouts
- Microsoft Office
- Fun
- Training
- Customer Service
- Hardwork
- Goal Oriented
- Management
- Analytical Skills
- Quick and Eager Learner
- Research
- Analysis
- New Home Sales
- Eagle
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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