Stephen Briggs Email & Phone Number
Managing Director, Wealth and Investment Management Finance - Decision Support @ Wells Fargo
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Stephen Briggs Location
- Waxhaw, NC, US
Stephen Briggs Work
- 2022 - now Managing Director, Wealth and Investment Management Finance - Decision Support @
- 2014 - 2022 Managing Director of Pricing, Portfolio Management and Tools @
- 2012 - 2014 SVP, Group Finance Officer - Products and Advice and Innovation and Strategy @
- 2011 - 2012 VP Finance - Management and Performance Reporting, Wealth Brokerage Services @
- 2009 - 2011 VP Finance - Retirement, Decision Support and Analysis @
- 2006 - 2009 VP Finance - Retirement, Business Unit Support @
- 2003 - 2006 Manager - Pricing @
- 2001 - 2003 Reporting Analyst @
- 2000 - 2001 Sales and Marketing Project Mgr @
Stephen Briggs Education
- Rutgers, The State University of New Jersey-Newark
MBA (Strategic Management & Marketing)
1998 - 2000 - Monmouth University
BA (Business Administration, Finance)
1994 - 1998
Stephen Briggs Skills
- Leadership
- Team Building
- Banking
- Public Speaking
- Management Reporting
- Mergers
- Executive Presentations
- Financial Modeling
- Data Analysis
- Forecasting
- Managerial Finance
- Business Development
- Business Analysis
- Relationship Management
- Finance
- Process Improvement
- Strategic Planning
- Financial Services
- Economic Modeling
- Decision Support
- Strategic Financial Planning
- Microsoft Office
- Risk Management
- Pricing Strategy
- Leadership Development
- Financial Analysis
- Management
- Financial Reporting
- Staff Development
- Product Development
- Project Management
- Mergers and Acquisitions
- Regression Analysis
- Analysis
- Data Mining
- Pricing
- Databases
- Customer Service
Stephen Briggs Summary
- Stephen Briggs, based in Waxhaw, NC, US, is currently a Managing Director, Wealth and Investment Management Finance - Decision Support at Wells Fargo. Stephen Briggs brings experience from previous roles at Wells Fargo Advisors and Wells Fargo. Stephen Briggs holds a 1998 - 2000 MBA in Strategic Management & Marketing @ Rutgers, The State University of New Jersey-Newark. With a robust skill set that includes Leadership, Team Building, Banking, Public Speaking, Management Reporting and more. Stephen Briggs has 2 emails and 1 mobile phone numbers on RocketReach.
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