Stephen Drum Email & Phone Number
Investment Integration Lead @ Clearstead
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Stephen Drum Location
- Cleveland, OH, US
Stephen Drum Work
- Investment Integration Lead @ (January 2026 - Present)
- Sr. Portfolio Implementation Analyst @ (January 2025 - January 2026)
- Associate Portfolio Manager @ (April 2023 - December 2024)
- Operations Team Associate @ (May 2021 - April 2023)
- Client Service Associate @ (May 2020 - May 2021)
- Intern @ (January 2019 - May 2020)
- Caddy @ (May 2017 - November 2019)
- Caddy @ (April 2014 - June 2017)
- Intern @ (December 2016 - May 2017)
- Recreation Attendant @ (January 2016 - May 2016)
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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