Associate, Client Service @ (July 2024 - November 2025)
Senior Analyst, Investments Client Service @ (June 2022 - July 2024)
Client Service Analyst @ (January 2021 - June 2022)
Financial Services Representative @ (July 2020 - December 2020)
Athletic Tutor @ (August 2017 - May 2020)
Account Analyst Intern @ (June 2019 - August 2019)
Mentee @ (January 2019 - June 2019)
Stephen Monaco Education
Baylor University
Bachelor of Business Administration - BBA (Accounting and Finance)
2016-2020
West Chester East High School
High School
2012-2016
Stephen Monaco Skills
Customer Service
Leadership
Microsoft Excel
Microsoft Office
Microsoft PowerPoint
Microsoft Word
Public Speaking
Social Media
Teamwork
Time Management
Stephen Monaco Summary
Stephen Monaco, based in Philadelphia, PA, US, is currently a Vice President - Wealth Investment Management Transformation at Wilmington Trust. Stephen Monaco brings experience from previous roles at MetLife Investment Management and TD Ameritrade. Stephen Monaco holds a 2016 - 2020 Bachelor of Business Administration - BBA in Accounting and Finance @ Baylor University. With a robust skill set that includes Customer Service, Leadership, Microsoft Excel, Microsoft Office, Microsoft PowerPoint and more. Stephen Monaco has 1 mobile phone numbers on RocketReach.
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