Stephen Lapointe Email & Phone Number
Chief Operations Officer @ Goldstone Financial Group
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Stephen Lapointe Location
- Naperville, IL, US
Stephen Lapointe Work
- 2025 -now Chief Operations Officer @
- 2017 -2025 Director Of Operations @
- 2006 -2017 Manager, Separate Managed Account Operations @
- 1999 -2006 Senior Portfolio Administrator @
- 1999 -1999 Anthropology Collections Management Assistant @
- 1996 -1998 Interpretive Ranger @
Stephen Lapointe Education
- Western Michigan University
BA (Anthropology)
1993-1997 - Forest Hills Central High School 1989-1993
Stephen Lapointe Skills
- Series 6
- Series 63
- Portfolio Management
- Equities
- Mutual Funds
- Operations Management
- Back Office
- Fixed Income
- Investments
- Microsoft Excel
- Asset Management
- Securities
- Billing Process
- Security APL
- Portia
- Longview
- Advent
- Bloomberg
- Computer Hardware
- Computers
- Computer Proficiency
- Project Management
- Organizational Effectiveness
- Management
- Alternative Investments
- Trading
- Financial Services
- Invoicing
- Billing Systems
- Securities Regulation
- Financial Operations
- Investment Management
- Investment Management Compliance
- GIPS
- Team Management
- Mentoring
Stephen Lapointe Summary
- Stephen Lapointe, based in Naperville, IL, US, is currently a Chief Operations Officer at Goldstone Financial Group. Stephen Lapointe brings experience from previous roles at Segall Bryant & Hamill, Mesirow Financial and The Field Museum. Stephen Lapointe holds a 1993 - 1997 BA in Anthropology @ Western Michigan University. With a robust skill set that includes Series 6, Series 63, Portfolio Management, Equities, Mutual Funds and more. Stephen Lapointe has 3 emails and 2 mobile phone numbers on RocketReach.
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