Stefan Thielen Email & Phone Number
SVP, Business Development @ Vestmark
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Stefan Thielen Location
- Boston, MA, US
Stefan Thielen Work
- SVP, Business Development @ (January 2020 - Present)
- Director, Business Development @ (May 2018 - January 2020)
- Director, Business Development @ (June 2016 - January 2020)
- Senior Consultant @ Stealth Distribution Consulting (October 2015 - June 2016)
- VP, Global Relationship Manager @ (February 2004 - August 2015)
- VP, Regional Director - Rocky Mountains @ (June 1998 - June 2004)
- Internal Wholesaler - Regional Representative @ (December 1995 - July 1998)
Stefan Thielen Education
- Northeastern University
Degree: MSF - Masters of Science in Finance (Finance and Financial Management Services)
- Bryant University
BS (Marketing; Business Administration)
Stefan Thielen Skills
- ETFs
- FINRA
- Equities
- Registered Investment Advisor
- Private Placements
- Estate Preservation
- Capital Markets
- Hedge Funds
- Boli
- Financial Analysis
- 529 Plans
- Fixed Income
- Bloomberg
- Coli
- Rule 144
- Estate Planning
- Separately Managed Accounts
- Marketing
- Separately Managed
- Strategy
- Investments
- Equity Compensation
- Asset Allocation
- Finance
- Sales Operations
- Insurance
- Alternative Investments
- Securities
- Executive Pay
- Financial Planning
- Series 6
- Financial Services
- Portfolio Management
- Wealth Accumulation
- Survivor Income
- Product Management
- Series 7
- Key Account Management
- Customer Service
- Asset Management
- Retirement Planning
- Leadership
- Unified Managed Accounts
- Restricted Stock
- Business Development
- Investment Advisory
- Series 65
- Relationship Management
- Wrap Accounts
- Management
- Financial Advisory
- Wholesale
- Income for Life
- Series 24
- Investment Management
- Risk Management
- Sales Management
- Series 63
- Retirement
- Strategic Planning
- Key Person Insurance
- Mutual Funds
- Investment Strategies
- 144a
- Business Analysis
- Rollovers
- Sales
- Wealth Management
- Executive Benefit Strategies
- Separate Accounts
- Closed End Funds
- Public Seminars
- Charitable Giving
Stefan Thielen Summary
- Stefan Thielen, based in Boston, MA, US, is currently a SVP, Business Development at Vestmark. Stefan Thielen brings experience from previous roles at FinMason, Arax Investment Partners, Stealth Distribution Consulting and Eaton Vance. Stefan Thielen holds a Degree: MSF - Masters of Science in Finance in Finance and Financial Management Services @ Northeastern University. With a robust skill set that includes ETFs, FINRA, Equities, Registered Investment Advisor, Private Placements and more. Stefan Thielen has 2 emails and 2 mobile phone numbers on RocketReach.
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