Portfolio Manager @ The Milestone Group (November 2018 - July 2019)
Portfolio Manager and Operations @ 7258 Wealth Management (February 2016 - November 2018)
Associate @ (September 2015 - January 2016)
Senior Analyst @ (June 2013 - September 2015)
Financial Analyst @ (June 2012 - June 2013)
MBA Candidate with Finance Concentration @ (April 2011 - November 2012)
Project Manager and Institutional Products @ Wall Street On Demand (May 2009 - March 2011)
Investment Planning Analyst @ (November 2007 - November 2008)
Senior Private Client Associate and Administrative Officer @ (October 2006 - November 2007)
Private Client Associate @ (September 2004 - October 2006)
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 1 emails and 2 mobile phone numbers on RocketReach.
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