Stephen Sheffield Email & Phone Number
Wealth Management Business Unit Operations Manager @ Regions Bank
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Stephen Sheffield Location
- Birmingham, AL, US
Stephen Sheffield Work
- 2025 -now Wealth Management Business Unit Operations Manager @
- 2024 -2025 Wealth Management Client Solutions Team Leader @
- 2024 -2024 Finance Director @
- 2022 -2024 Client Intelligence Group Team Leader @
- 2020 -2022 Associate Investment Consultant @
- 2019 -2020 Internal Portfolio Manager @
- 2017 -2019 Asset Management Analyst @
Stephen Sheffield Education
- The University of Alabama
Bachelor of Science - BS (Finance and Management)
2014-2017
Stephen Sheffield Skills
- Investments
- Institutional Investments
- Microsoft Office
- Morningstar
- Wealth Management
- Portfolio Management
Stephen Sheffield Summary
- Stephen Sheffield, based in Birmingham, AL, US, is currently a Wealth Management Business Unit Operations Manager at Regions Bank. Stephen Sheffield brings experience from previous roles at Regions Bank and Grandview Medical Center - Birmingham, AL. Stephen Sheffield holds a 2014 - 2017 Bachelor of Science - BS in Finance and Management @ The University of Alabama. With a robust skill set that includes Investments, Institutional Investments, Microsoft Office, Morningstar, Wealth Management and more. Stephen Sheffield has 1 emails and 1 mobile phone numbers on RocketReach.
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