Stephen Schaefer Email & Phone Number
Client Advisor - Vice President @ J.P. Morgan Asset Management
Stephen Schaefer Location
Sacramento, CA, US
Stephen Schaefer Work
- 2026 - now Client Advisor - Vice President @ J.P. Morgan Asset Management
- 2023 - 2026 Regional Vice President - Retirement Plans @ The Standard
- 2022 - 2023 Vice President - Regional Sales Director @ Vestwell
- 2020 - 2022 Senior Retirement Plan Consultant @ Primark Benefits
- 2019 - 2020 Financial Advisor - Retirement Plans @ Creative Planning
- 2019 - 2020 Key Account Manager - Retirement Plans @ Creative Planning
- 2012 - 2019 Advisor Consultant @ Franklin Templeton
- 2011 - 2013 Licensed Banker @ Chase
- 2008 - 2011 Personal Banker @ Wells Fargo
- 2006 - 2007 Warehouse Supervisor @ Southwest Traders, Inc.
Stephen Schaefer Education
- Yale School of Management
Executive Education (Investment Management Theory & Practice)
Stephen Schaefer Skills
- Warehousing
- Sales
- Retirement Planning
- Mutual Funds
- Investments
- Finance
- Distribution Center Operations
- Series 7
Stephen Schaefer Summary
Stephen Schaefer, based in Sacramento, CA, US, is currently a Client Advisor - Vice President at J.P. Morgan Asset Management. Stephen Schaefer brings experience from previous roles at The Standard, Vestwell, Primark Benefits and Creative Planning Inc.. With a robust skill set that includes Warehousing, Sales, Retirement Planning, Mutual Funds, Investments and more. Stephen Schaefer has 3 emails and 1 mobile phone numbers on RocketReach.
5 free lookup(s).
Looking for a different Stephen Schaefer?
Find contact details for 700 million professionals.
Others Named Stephen Schaefer
-
Stephen Schaefer
Managing Director at CBIZ MHM, LLC
New York, NY, US24 -
Stephen Schaefer
Store Manager at Harbor Freight Tools
Kingsville, MD, US14 -
Stephen Schaefer
Partner at Whiteford, Taylor & Preston LLP
Washington, DC, US13 -
Stephen Schaefer
Chief Executive Officer at Sora Neuroscience
Minneapolis, MN, US12 -
Stephen Schaefer
Operations Director at Millward Brown
Naperville, IL, US33 -
Stephen Schaefer
Chief Financial Officer at Project Freedom Inc
Pennington, NJ, US4
Top J.P. Morgan Asset Management Employees
-
32
-
Mark Snyder
Managing Director at J.P. Morgan Asset Management
New York, NY, US45+ -
Piyush Saboo
Managing Director at J.P. Morgan Asset Management
New York, NY, US34 -
Brad Demong
Managing Director at J.P. Morgan Asset Management
New York, NY, US31 -
Teresa Kim
Managing Director at J.P. Morgan Asset Management
New York, NY, US35+
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5
free lookups.
Search the #1
Contact Database
Get contact details of over 700M profiles across 60M
companies – all with industry-leading accuracy. Sales and Recruiter users, try out our
Email Finder Extension.
Use our
AI-Powered
Email Finder
Find business and personal emails and mobile phone numbers
with exclusive coverage across niche job titles, industries, and more
for unparalleled targeting. Also
available via our
Contact Data API.
G2Crowd Trusted
300K+
Plugin Users
