Stephen Simpson Email & Phone Number
Portfolio Management - Global Fund Banking @ Silicon Valley Bank
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Stephen Simpson Location
- Tempe, AZ, US
Stephen Simpson Work
- Portfolio Management - Global Fund Banking @ (December 2025 - Present)
- Advisory - Private Bank @ (July 2021 - August 2025)
- Commercial Credit Analyst @ (January 2020 - July 2021)
- Senior Lending Advisor NMLS #1460679 @ (February 2019 - December 2020)
- Chase Private Client Senior Retail Lending Advisor at JPMorgan Chase and Co. @ (July 2015 - February 2019)
- Home Lending Advisor NMLS #1460679 @ (February 2014 - July 2015)
- Respiratory Therapist @ (September 2011 - September 2013)
Stephen Simpson Education
- Brockton High School 1999-2000
- Xaverian Brothers High School 1996-1998
- Arizona State University
Bachelor of Science (Liberal Arts and Sciences/Liberal Studies)
- Harvard Business School
Focus on Business Analytics (Economics for Managers, and Financial Accounting.)
- Bunker Hill CC
Associate's degree (Respiratory Therapy)
Stephen Simpson Skills
- Business Strategy
- Business-to-Business (B2B)
- Commercial Mortgages
- Complex Sales
- Consumer Lending
- Corporate Finance
- Credit Analysis
- Customer Relationship Management (CRM)
- Customer Service
- Economics
- Financial Accounting
- Financial Advisory
- Financial Analysis
- Financial Services
- Home Equity Lines of Credit
- Inside Sales
- Microsoft Excel
- Microsoft Office
- Microsoft Word
- Mortgage Lending
- Mortgage Servicing
- Mortgage Underwriting
- Mortgage-Backed Security (MBS)
- New Business Opportunities
- Operations Management
- Personal Income Tax Returns
- Private Clients
- Process Improvement
- Purchase Contracts
- Refinance
- Relationship Development
- Residential Mortgages
- Sales
- Sales Presentations
- Sales Process
- Salesforce.com
- Strategic Account
- Team Building
- Time Management
Stephen Simpson Summary
- Stephen Simpson, based in Tempe, AZ, US, is currently a Portfolio Management - Global Fund Banking at Silicon Valley Bank. Stephen Simpson brings experience from previous roles at Silicon Valley Bank, Western Alliance Bancorporation, Wells Fargo and JPMorgan Chase & Co.. Stephen Simpson holds a 1999 - 2000 Brockton High School. With a robust skill set that includes Business Strategy, Business-to-Business (B2B), Commercial Mortgages, Complex Sales, Consumer Lending and more. Stephen Simpson has 1 mobile phone numbers on RocketReach.
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