Stephen Drum Email & Phone Number
Investment Integration Lead @ Clearstead
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Stephen Drum Location
- Cleveland, OH, US
Stephen Drum Work
- 2026 -now Investment Integration Lead @
- 2025 -2026 Sr. Portfolio Implementation Analyst @
- 2023 -2024 Associate Portfolio Manager @
- 2021 -2023 Operations Team Associate @
- 2020 -2021 Client Service Associate @
- 2019 -2020 Intern @
- 2017 -2019 Caddy @
- 2014 -2017 Caddy @
- 2016 -2017 Intern @
- 2016 -2016 Recreation Attendant @
Stephen Drum Education
- Cleveland State University
B.A. Finance (Finance)
2015-2020
Stephen Drum Skills
- Microsoft Office
- Leadership
- Microsoft Excel
- Microsoft PowerPoint
- Customer Service
- Microsoft Word
- Teamwork
- Lead Generation
- Research
Stephen Drum Summary
- Stephen Drum, based in Cleveland, OH, US, is currently a Investment Integration Lead at Clearstead. Stephen Drum brings experience from previous roles at Clearstead, Prosperity Advisors and UBS. Stephen Drum holds a 2015 - 2020 B.A. Finance in Finance @ Cleveland State University. With a robust skill set that includes Microsoft Office, Leadership, Microsoft Excel, Microsoft PowerPoint, Customer Service and more. Stephen Drum has 1 emails and 1 mobile phone numbers on RocketReach.
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Top Clearstead Employees
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Adam Martinson
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Jon Watts
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Douglas Krapf
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Julia Stewart
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Carolyn Raden
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Risë Flenner
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Norfolk, VA, US
Jeff Pierce
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Mike Shebak
Head of Institutional Consulting
North Ridgeville, OH, US
James Thomas
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Aneet Deshpande
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Greg Lonczak
Managing Director
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Dragana Vujovic
Head of IT Infrastructure
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Michael McLelland
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Don Hess
Managing Director, Daily Investment Operations
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Joseph Adams
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Chelsea Luzier
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