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Stephen Bannon Location
New York, NY, US
Stephen Bannon Work
Financial Advisor, Executive Director @ (April 2025 - Present)
Assistant Market Head @ (March 2022 - April 2025)
FADP Performance Sales Manager @ (October 2019 - March 2022)
Team Integration Specialist @ (February 2018 - October 2019)
Next Generation Advisor Lead Trainer @ (March 2016 - October 2019)
Financial Advisor @ (June 2014 - March 2016)
Partnership Vice President @ Macallan Associates (December 2013 - June 2014)
Financial Solutions Advisor @ (April 2011 - December 2013)
Stephen Bannon Education
University of Central Florida
Bachelor of Science (B.S.) (Business Management)
2004-2008
Stephen Bannon Skills
Sales
Training
Leadership
Financial Services
Wealth Management
Financial Advisory
Retirement Planning
Strategic Planning
Asset Allocation
Finance
Investments
Equities
Securities
Microsoft Office
Management
Series 7
Banking
Derivatives
HL7
Mutual Funds
Stephen Bannon Summary
Stephen Bannon, based in New York, NY, US, is currently a Financial Advisor, Executive Director at UBS. Stephen Bannon brings experience from previous roles at UBS and Merrill Lynch. Stephen Bannon holds a 2004 - 2008 Bachelor of Science (B.S.) in Business Management @ University of Central Florida. With a robust skill set that includes Sales, Training, Leadership, Financial Services, Wealth Management and more. Stephen Bannon has 4 emails and 1 mobile phone numbers on RocketReach.
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