Stephen Flanagan Email & Phone Number
Managing Partner - Wealth Management @ Decision Point Partners
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Stephen Flanagan Location
- Hillsdale, NJ, US
Stephen Flanagan Work
- Managing Partner - Wealth Management @ (January 2016 - Present)
- Council Member @ (January 2016 - Present)
- Senior Consultant @ (January 2016 - Present)
- Senior Vice President @ Archer Investment Management Solution (January 2014 - January 2016)
- Director @ (January 2009 - January 2013)
- Vice President @ (January 2002 - January 2008)
- First Vice President @ (January 1992 - January 2002)
- Director, Separately Managed Accounts @ (January 1991 - January 1992)
- Vice President, National Retail Sales Management @ (January 1982 - January 1990)
Stephen Flanagan Education
- Pace University - Lubin School of Business
MBA (Financial Management)
- Siena University
BS (Finance)
Stephen Flanagan Skills
- Financial Services
- Portfolio Management
- Strategy
- Mutual Funds
- Relationship Management
- Investments
- CRM
- Management
- Wealth Management
- Asset Allocation
- Asset Management
- Equities
- Business Process Improvement
- Finance
- Program Management
- Business Process
- Financial Analysis
- Client Services
- Management Consulting
- Personnel Management
- Performance Measurement
- Software Development Life Cycle (SDLC)
- Customer Relationship Management (CRM)
- Business Development
- Research
- Software Development Life Cycle Sdlc
- Software Development Life Cycle
Stephen Flanagan Summary
- Stephen Flanagan, based in Hillsdale, NJ, US, is currently a Managing Partner - Wealth Management at Decision Point Partners. Stephen Flanagan brings experience from previous roles at GLG (Gerson Lehrman Group), Norima Consulting Inc., Archer Investment Management Solution and Innovest Systems. Stephen Flanagan holds a MBA in Financial Management @ Pace University - Lubin School of Business. With a robust skill set that includes Financial Services, Portfolio Management, Strategy, Mutual Funds, Relationship Management and more. Stephen Flanagan has 3 emails and 3 mobile phone numbers on RocketReach.
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