If you need more lookups,
subscriptions start at $34 USD/month.
Stephen Bene Location
Cranford, NJ, US
Stephen Bene Work
Wealth Advisor | Partner @ (May 2025 - Present)
Educator @ (May 2015 - Present)
Wealth Advisor @ (January 2019 - May 2025)
Chapter Director | Financial Educator @ (January 2019 - January 2025)
Wealth Advisor | Partner @ (August 2017 - July 2019)
Financial Advisor @ (September 2014 - January 2019)
Vice President @ (May 2011 - September 2014)
Vice President @ (January 2007 - August 2011)
Financial Sales Consultant @ (September 2005 - January 2007)
Operational Lead @ Mullins Center (September 2002 - August 2005)
Team Lead @ Six Flags New England (June 2004 - September 2004)
Stephen Bene Education
Isenberg School of Management, UMass Amherst
BBA (Business Management, Psychology)
2001-2005
Stephen Bene Skills
Finance
Series 7
Microsoft Excel
Series 6
Investment Banking Representative
Series 79
Management
Investment Banking
Project Management
Uniform Combined State Law Examination
General Securities Representative
Investments
Sales
Stephen Bene Summary
Stephen Bene, based in Cranford, NJ, US, is currently a Educator at Adult Financial Education Services. Stephen Bene brings experience from previous roles at Beneficial Wealth, OneTeam Financial and American Financial Education Alliance. Stephen Bene holds a 2001 - 2005 BBA in Business Management, Psychology @ Isenberg School of Management, UMass Amherst. With a robust skill set that includes Finance, Series 7, Microsoft Excel, Series 6, Investment Banking Representative and more. Stephen Bene has 5 emails and 3 mobile phone numbers on RocketReach.
Looking for a different Stephen Bene?
Find contact details for 700 million professionals.