Stephen Schaefer Email & Phone Number
Client Advisor - Vice President @ J.P. Morgan Asset Management
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Stephen Schaefer Location
- Sacramento, CA, US
Stephen Schaefer Work
- 2026 -now Client Advisor - Vice President @
- 2023 -2026 Regional Vice President - Retirement Plans @
- 2022 -2023 Vice President - Regional Sales Director @
- 2020 -2022 Senior Retirement Plan Consultant @
- 2019 -2020 Financial Advisor - Retirement Plans @
- 2019 -2020 Key Account Manager - Retirement Plans @
- 2012 -2019 Advisor Consultant @
- 2011 -2013 Licensed Banker @
- 2008 -2011 Personal Banker @
- 2006 -2007 Warehouse Supervisor @
- 2004 -2006 Warehouse Supervisor @
Stephen Schaefer Education
- Yale School of Management
Executive Education (Investment Management Theory & Practice)
-
(Sigma Phi Epsilon)
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.. Stephen Schaefer holds a Executive Education in Investment Management Theory & Practice @ Yale School of Management. 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.
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