Stephen Howles Email & Phone Number

Managing Partner @ Modern Wealth Management

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Stephen Howles Location

Rochester, NY, US

Stephen Howles Work

2024 - now Managing Partner @ Modern Wealth Management
2020 - 2024 Partner @ Beltz Ianni & Associates
2014 - 2020 Client Services Manager @ Beltz Ianni & Associates, LLC

2011 - 2014 Incentive Auditor @ Paychex
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2007 - 2011 Payroll @ Paychex
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1999 - 2007 Customer Service @ Wegmans Food Markets

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Stephen Howles Education

Rochester Institute of Technology
MS Finance (Finance, Financial Theory, Economics)
2009 - 2011

Stephen Howles Skills

Leadership
Microsoft Office
Financial Modeling

Management
Project Management
Team Building
Data Analysis
Budgeting
Accounting
Process Improvement

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Stephen Howles Summary

Stephen Howles, based in Rochester, NY, US, is currently a Managing Partner at Modern Wealth Management. Stephen Howles brings experience from previous roles at Beltz Ianni & Associates, Beltz Ianni & Associates, LLC and Paychex. Stephen Howles holds a 2009 - 2011 MS Finance in Finance, Financial Theory, Economics @ Rochester Institute of Technology. With a robust skill set that includes Leadership, Microsoft Office, Financial Modeling, Management, Project Management and more. Stephen Howles has 1 emails and 1 mobile phone numbers on RocketReach.

Stephen Howles Emails

Found 1 emails

@modwm.com

Stephen Howles Phone Numbers

Found 3 phone numbers

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Top Modern Wealth Management Employees

Jason Gordo

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Managing Director at Modern Wealth Management

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