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
- 2016 -now Managing Partner - Wealth Management @
- 2016 -now Council Member @
- 2016 -now Senior Consultant @
- 2014 -2016 Senior Vice President @
- 2009 -2013 Director @
- 2002 -2008 Vice President @
- 1992 -2002 First Vice President @
- 1991 -1992 Director, Separately Managed Accounts @
- 1982 -1990 Vice President, National Retail Sales Management @
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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Top Decision Point Partners Employees
Stephen Flanagan
Managing Partner - Wealth Management
Hillsdale, NJ, US
John Litzow
Managing Partner and Principal Consultant
Milwaukee, WI, US
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