Stephen Spear Location
Excelsior Springs, MO, US
Stephen Spear Work
- 2026 - now Senior Relationship Manager @ MissionSquare Retirement
- 2025 - 2026 Retired @ Retired
- 2017 - 2025 Senior Client Retirement Consultant @ Gallagher Insurance
- 2015 - 2016 Senior Vice President and Regional Sales @ Pension Consultants Inc
- 2008 - 2015 Vice President and Regional Sales Director @ BMO Transportation Finance
- 1997 - 2008 Vice President and Relationship Manager @ JPMorgan Chase & Co.
- 1998 - 2008 Retirement Plan Services @ J.P. Morgan
- 1997 - 2008 Vice President and Reltionship Manager @ JPMorgan Retirement Plan Services LLC
- 1997 - 2003 Vice President, Relationship Manager @ American Century Investments
- 1994 - 1997 Vice President and Manager @ UMB Bank
Stephen Spear Education
- William Jewell College
BS, Business (Business)
1989 - 1993
Stephen Spear Skills
- ERISA
- Business Development
- CRM
- Qualified Retirement Plans
- 401k
- Retirement
- Mutual Funds
- Series 7
- Series 63
- Retirement Planning
Stephen Spear Summary
Stephen Spear, based in Excelsior Springs, MO, US, is currently a Senior Relationship Manager at MissionSquare. Stephen Spear brings experience from previous roles at Retired, Arthur J. Gallagher & Co., Pension Consultants, Inc and BMO Retirement Services. Stephen Spear holds a 1989 - 1993 BS, Business in Business @ William Jewell College. With a robust skill set that includes ERISA, Business Development, CRM, Qualified Retirement Plans, 401k and more. Stephen Spear has 1 emails and 1 mobile phone numbers on RocketReach.
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Stephen Spear
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Stephen Spear
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1
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Stephen Spear
Assurance Staff at Baker Tilly US
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Top MissionSquare Retirement Employees
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Andre Robinson
Chief Executive Officer and President at MissionSquare Retirement
Philadelphia, PA, US45 -
25+
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22
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45+
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55+
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Shari Hensrud
Chief Investment Officer at MissionSquare Retirement
Grand Forks, ND, US21 -
21
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33
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25+
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Wanda Felder
Vice President, HR Operations at MissionSquare Retirement
Washington, DC, US1 -
Andrew Whiting
Chief Sales Officer at MissionSquare Retirement
New York, NY, US1 -
Pete Ganey
VP, National Business Development at MissionSquare Retirement
West Hartford, CT, US35+ -
Julie Gatton
Vice President, Client Experience at MissionSquare Retirement
North Carolina, United States11
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