Stephen Johnson Email & Phone Number
Partner @ Cross Coastal Advisors
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Stephen Johnson Location
- Needham, MA, US
Stephen Johnson Work
- Partner @ (January 2021 - Present)
- Partner @ (April 2014 - January 2021)
- Field Director @ (August 2009 - April 2014)
- Financial Representative @ (December 2004 - August 2009)
Stephen Johnson Education
- Western New England University
BSBA (Finance)
- The American College of Financial Services
CLU®
Stephen Johnson Skills
- Retirement
- Investments
- Securities
- Finance
- Portfolio Management
- Retirement Planning
- Mutual Funds
- Strategic Planning
- Risk Management
- Executive Compensation Planning
- Financial Analysis
- Wealth Accumulation
- Employee Benefits
- Business Analysis
- Insurance
- Disability Insurance
- Long-term Care
- Non-Qualified Deferred Compensation
- Succession Planning
- Cltc
- Strategy
- Financial Services
- Non Qualified Deferred Compensation
- Microsoft Office
- Long Term Care
- Downtown
- Services
- Payroll
Stephen Johnson Summary
- Stephen Johnson, based in Needham, MA, US, is currently a Partner at Cross Coastal Advisors. Stephen Johnson brings experience from previous roles at Commonwealth Financial Group and Northwestern Mutual. Stephen Johnson holds a BSBA in Finance @ Western New England University. With a robust skill set that includes Retirement, Investments, Securities, Finance, Portfolio Management and more. Stephen Johnson has 1 emails and 1 mobile phone numbers on RocketReach.
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Top Cross Coastal Advisors Employees
Justin Hayward
Partner
Needham, MA, US
Guy Fodera
Financial Advisor
Boston, MA, US
Steve McGrath
Financial Services
Needham, MA, US
Robert Bourque
Partner, Head of Business Development
Boston, MA, US
Stephen Johnson
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Needham, MA, US
James Masur
Partner
Needham, MA, US
Virginia Bacon
Administrative Assistant
Attleboro, MA, US
Maureen O'Connell
Director of Operations
Milford, MA, US
Peter Cimorelli
Relationship Manager
Framingham, MA, US
Justin Hayward
Partner at Cross Coastal Advisors
Needham, Massachusetts, United States
Nathan Deptula
Client Relationship Manager
Boston, MA, US
Erin Piesco
Client Administrative Cordinator
East Bridgewater, MA, US
John Diruggiero
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