Stephen Spear Email & Phone Number
Financial Advisor Relationship Manager @ CAPTRUST
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Stephen Spear Location
- Excelsior Springs, MO, US
Stephen Spear Work
- 2026 -now Financial Advisor Relationship Manager @
- 2017 -2025 Senior Client Retirement Consultant @
- 2015 -2016 Senior Vice President and Regional Sales @
- 2008 -2015 Vice President and Regional Sales Director @
- 1997 -2008 Vice President and Relationship Manager @
- 1998 -2008 Retirement Plan Services @
- 1997 -2008 Vice President and Reltionship Manager @ JPMorgan Retirement Plan Services LLC
- 1997 -2003 Vice President, Relationship Manager @
- 1994 -1997 Vice President and Manager @
- 1986 -1994 Vice President, Trust Officer @
Stephen Spear Education
- William Jewell College
BS (Business)
1989-1993
Stephen Spear Skills
- ERISA
- Business Development
- CRM
- Qualified Retirement Plans
- 401k
- Retirement
- Mutual Funds
- Series 7
- Series 63
- Retirement Planning
- Pensions
- Investments
- Asset Allocation
- Investment Advisory
- Defined Benefit
- Wealth Management
- Series 6
- Asset Managment
- Relationship Management
- Financial Services
Stephen Spear Summary
- Stephen Spear, based in Excelsior Springs, MO, US, is currently a Financial Advisor Relationship Manager at CAPTRUST. Stephen Spear brings experience from previous roles at Arthur J. Gallagher & Co., Pension Consultants, Inc, BMO Retirement Services and JPMorgan Chase. Stephen Spear holds a 1989 - 1993 BS 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 2 mobile phone numbers on RocketReach.
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Top CAPTRUST Employees
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