2018 -2019 Portfolio Manager @ The Milestone Group
2016 -2018 Portfolio Manager and Operations @ 7258 Wealth Management
2015 -2016 Associate @
2013 -2015 Senior Analyst @
2012 -2013 Financial Analyst @
2011 -2012 MBA Candidate with Finance Concentration @
2009 -2011 Project Manager and Institutional Products @ Wall Street On Demand
2007 -2008 Investment Planning Analyst @
2006 -2007 Senior Private Client Associate and Administrative Officer @
2004 -2006 Private Client Associate @
Stephen Trainer Education
University of Denver - Daniels College of Business
MBA (Daniels Student Ambassador, Daniels Career Management Advisory Board)
2011-2012
Lehigh University
Bachelor of Science (BS) (Industrial Engineering)
Stephen Trainer Skills
Leadership
SharePoint
Portfolio Management
Financial Modeling
Forecasting
Investments
Business Analysis
Finance
Process Improvement
Strategic Planning
Microsoft Office
Budgeting
Program Management
Microsoft Excel
Marketing
Cross Functional Team Leadership
Financial Analysis
Project Planning
Business Process Improvement
Budgets
Management
Analytical Skills
Analysis
Stephen Trainer Summary
Stephen Trainer, based in Denver, CO, US, is currently a Chief Financial Officer at Sullivan Steel Service. Stephen Trainer brings experience from previous roles at Sullivan Steel Service, The Milestone Group, 7258 Wealth Management and Arcstone Partners. Stephen Trainer holds a 2011 - 2012 MBA in Daniels Student Ambassador, Daniels Career Management Advisory Board @ University of Denver - Daniels College of Business. With a robust skill set that includes Leadership, SharePoint, Portfolio Management, Financial Modeling, Forecasting and more. Stephen Trainer has 2 emails and 1 mobile phone numbers on RocketReach.
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