Stephen Stetz Email & Phone Number
Investment Management Consultant III @ Fidelity Investments
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Stephen Stetz Location
- Keller, TX, US
Stephen Stetz Work
- 2026 -now Investment Management Consultant III @
- 2014 -now Adjunct Professor @
- 2014 -now CFP® Exam Review Instructor @
- 2023 -2026 Investment Management Consultant II @
- 2019 -2023 Portfolio Specialist @
- 2016 -2019 Client Management Representative @
- 2014 -2016 PAS Assigned Relationship Manager @
- 2012 -2014 HNW Representative @
- 2011 -2012 Financial Representative @
- 2006 -2011 Insurance Agent @ Corporate Insurance Associates
- 2005 -2006 Assistant Manager @
Stephen Stetz Education
- Texas Tech University - College of Human Sciences
Master of Science (Personal Financial Planning)
2008-2010 - Texas Tech University - Rawls College of Business
MBA
2008-2010 - Texas Tech University - Rawls College of Business
Bachelor of Business Administration (Management)
1999-2005
Stephen Stetz Skills
- Certified Financial Planner
- Personal Financial Planning
- Financial Analysis
- Customer Service
- Microsoft Excel
- Finance
- Investments
- Teaching
- Insurance
- Retirement Planning
- Leadership
- Management
- Sales
- Portfolio Management
- Client Focused
- Strategic Financial Planning
- Fixed Annuities
- Asset Allocation
- Wealth Management
- Mutual Funds
Stephen Stetz Summary
- Stephen Stetz, based in Keller, TX, US, is currently a Investment Management Consultant III at Fidelity Investments. Stephen Stetz brings experience from previous roles at Satish & Yasmin Gupta College of Business at the University of Dallas, Zahn Associates Inc and Fidelity Investments. Stephen Stetz holds a 2008 - 2010 Master of Science in Personal Financial Planning @ Texas Tech University - College of Human Sciences. With a robust skill set that includes Certified Financial Planner, Personal Financial Planning, Financial Analysis, Customer Service, Microsoft Excel and more. Stephen Stetz has 3 emails and 6 mobile phone numbers on RocketReach.
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