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Stephen Degnan Location
Aiken, SC, US
Stephen Degnan Work
2022 -now Head of Key Accounts @
2019 -2022 RIA Market Leader @
2016 -2019 VP, Senior Advisor Consultant (Acquired by Invesco) - Mid-Atlantic RIA Region @
1998 -2016 Director - RIA Investment Advisor Consultant @
1994 -1998 Trust Fund Advisors @
Stephen Degnan Education
University of Maryland College Park
University of Maryland College Park
BA (Economics)
Stephen Degnan Skills
Equities
Business Development
Fixed Income
Business Analysis
Wealth Management Services
Direct Sales
Capital Markets
Liquid Alternatives
Risk Management
Superior Client Service
Portfolio Management
Microsoft Excel
Financial Modeling
Wealth Management
ETFs
See 8+
Consultative Sales Professional
Etf
New Business Development
Finance
Series 63
Investments
Asset Allocation
Investment Advisory
Account Management
Alternative Investments
Series 7
Investment Strategies
Marketing
Salesforce.com
Asset Management
See Less
C++
Investment Products
Mutual Funds
Stephen Degnan Summary
Stephen Degnan, based in Aiken, SC, US, is currently a Head of Key Accounts at Bitwise Asset Management. Stephen Degnan brings experience from previous roles at Invesco US, OppenheimerFunds, BlackRock and ULLICO. Stephen Degnan holds a University of Maryland College Park. With a robust skill set that includes Equities, Business Development, Fixed Income, Business Analysis, Wealth Management Services and more. Stephen Degnan has 3 emails on RocketReach.
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