Stephen Bell Email & Phone Number
Portfolio Manager @ Sendero Wealth Management
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Stephen Bell Location
- San Antonio, TX, US
Stephen Bell Work
- Portfolio Manager @ (February 2024 - Present)
- Associate Advisor @ Exencial Wealth Advisors (June 2022 - December 2023)
- Wealth Management Associate @ (December 2019 - June 2022)
- Banker @ (October 2018 - December 2019)
- Safety and H.R. Mgr. and Office Admin. @ (January 2013 - December 2017)
- Contract Supervisor @ (May 2011 - December 2017)
- Field Technician and Roughneck @ (January 2009 - May 2011)
Stephen Bell Education
- The University of Texas at San Antonio
Bachelor of Business Administration - BBA (Business Administration and Management)
- FINRA
Series 65
Stephen Bell Skills
- Analytical Skills
- Banking
- Banking Relationships
- Budgeting
- Client Relations
- Commercial Banking
- Communication
- Conflict Resolution
- Construction
- Construction Management
- Critical Thinking
- Customer Relationship Management (CRM)
- Customer-focused Service
- Drilling
- Expenses
- Inspection
- Leadership
- Management
- Personal Banking
- Positive Attitude
- Positive Employee Relations
- Positive Work Environment
- Retail Banking
- Sales
- Supervisory Skills
- Team Involvement
- Team Player
- Teamwork
- Training
- Water
- Water Pumps
- Water Sampling
- Water Supply
- Wealth Management
- Workplace Safety
Stephen Bell Summary
- Stephen Bell, based in San Antonio, TX, US, is currently a Portfolio Manager at Sendero Wealth Management. Stephen Bell brings experience from previous roles at Exencial Wealth Advisors, Broadway Bank and Alsay Incorporated. Stephen Bell holds a Bachelor of Business Administration - BBA in Business Administration and Management @ The University of Texas at San Antonio. With a robust skill set that includes Analytical Skills, Banking, Banking Relationships, Budgeting, Client Relations and more. Stephen Bell has 1 emails and 2 mobile phone numbers on RocketReach.
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