Stephen Sloan Email & Phone Number
Senior Business Execution Consultant - Wealth Investment Managment for the Investment Contact Center @ Wells Fargo Advisors
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Stephen Sloan Location
- St. Louis, MO, US
Stephen Sloan Work
- Senior Business Execution Consultant - Wealth Investment Managment for the Investment Contact Center @ (September 2017 - Present)
- Technology Implementation Manager @ (March 2013 - September 2017)
- Conversion Center Manager and Communications Manager, AVP @ (July 2012 - September 2013)
- Envision Sales and Marketing Specialist, AVP @ (October 2009 - July 2012)
- Business Development Consultant @ (February 2009 - October 2009)
- Owner and Property Manager @ Three Front Door Properties, LLC (August 2002 - October 2017)
- Executive VP of Sales @ US Commerce Equipment Finance (June 2008 - December 2008)
- Sales Executive @ GE Commercial Finance (April 2005 - May 2008)
- Personal Financial Advisor @ (July 2000 - March 2005)
- Personal Financial Advisor @ (July 1999 - July 2000)
- Assistant Branch Mgr and Branch Training Supervisor @ (June 1998 - June 1999)
Stephen Sloan Education
- Saint Louis University
MBA
2006-2010 - University of Missouri-Columbia
BA (BA in Economics; BA in Business Mangement)
1995-1997
Stephen Sloan Skills
- Series 7
- Business Development
- Sales Management
- Training
- Leadership
- Sales
- Process Improvement
- Competitive Analysis
- B2B
- Management
- Finance
- Investments
- Strategic Planning
- Financial Services
- Portfolio Management
- Marketing
- Project Management
- Banking
- Risk Management
- Business Analysis
- Financial Planning
- Financial Analysis
- New Business Development
- Consulting
- Supervisor
- RF
- Union
- Strategy
- Customer Service
- Marketing Strategy
- Planters
- Credit
- Commercial Lending
- Credit Analysis
- Loans
- Cash Management
- Mergers
- Financial Risk
- Treasury Management
- Lines of Credit
- Capital Markets
Stephen Sloan Summary
- Stephen Sloan, based in St. Louis, MO, US, is currently a Senior Business Execution Consultant - Wealth Investment Managment for the Investment Contact Center at Wells Fargo Advisors. Stephen Sloan brings experience from previous roles at Wells Fargo Advisors. Stephen Sloan holds a 2006 - 2010 MBA @ Saint Louis University. With a robust skill set that includes Series 7, Business Development, Sales Management, Training, Leadership and more. Stephen Sloan has 2 emails and 1 mobile phone numbers on RocketReach.
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