Stephen Spencer Email & Phone Number
Managing Director @ ACT Consultants
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Stephen Spencer Location
- Kirkland, WA, US
Stephen Spencer Work
- 2010 -now Managing Director @
- 2006 -2008 Senior Portfolio Manager @
- 1999 -2006 Senior Portfolio Manager @ WM Advisors
- 1985 -1999 Senior Analyst and Portfolio Manager @ Smoot, Miller, Cheney & Co.
Stephen Spencer Education
- Brigham Young University - Marriott School of Management
MBA (Finance/Capital Markets)
1983-1985 - Brigham Young University
B.S. (Business Administration - Finance)
1976-1982
Stephen Spencer Skills
- Equities
- Business Modeling
- Portfolio Management
- Investments
- Investment Strategies
- Mergers & Acquisitions
- Mutual Funds
- Financial Services
- Financial Advisory
- CRM
- Management
- Financial Analysis
- Analysis
- Due Diligence
- Valuation
- Business Strategy
- Alternative Investments
- Asset Management
- Start-ups
- Financial Modeling
- Mergers
- Microsoft Excel
- Research
- Sales
- Mergers and Acquisitions
- Investment Banking
- Start Ups
- Analysts
- Spectrum
- Capital
- Portfolio Managers
- Customer Service
- Public Speaking
- Leadership
Stephen Spencer Summary
- Stephen Spencer, based in Kirkland, WA, US, is currently a Managing Director at ACT Capital Advisors. Stephen Spencer brings experience from previous roles at Edge Asset Management, WM Advisors and Smoot, Miller, Cheney & Co.. Stephen Spencer holds a 1983 - 1985 MBA in Finance/Capital Markets @ Brigham Young University - Marriott School of Management. With a robust skill set that includes Equities, Business Modeling, Portfolio Management, Investments, Investment Strategies and more. Stephen Spencer has 1 emails and 2 mobile phone numbers on RocketReach.
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