Stephen Wagner Email & Phone Number
Vice President, Financial Advisor @ UBS Group AG
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Stephen Wagner Location
- St. Louis, MO, US
Stephen Wagner Work
- 2025 -now Vice President, Financial Advisor @
- 2023 -2025 Vice President, Banker @
- 2019 -2023 Banker @
- 2013 -2019 Client Service Manager @
- 2012 -2012 Financial Intern @
- 2011 -2011 Congressional Intern @ Office of US Senator Roy Blunt
- 2010 -2010 Sales Lead Qualifier Intern @
Stephen Wagner Education
- University of Missouri-Saint Louis
Dean's Certificate in Finance (Financial Planning)
2015-2016 - Washington University in St. Louis
Undergraduate (Majors in Political Science and History; Minor in Business)
2009-2013 - International School of Luxembourg
International Baccalaureate (Math, Physics, English)
2006-2009 - Worth School
Participated in first year of GCSE Education
2005-2006 - Saint Louis Abbey/Saint Louis Priory School
Junior School
2003-2005
Stephen Wagner Skills
- Leadership
- Training
- Sales
- Microsoft Office
- Retail Sales
- Defined Benefit
- Research
- Fashion
- Policy Analysis
- Matlab
- Valuation
- Commercial Lending
- Credit
- Commercial Banking
- Series 7
- Wealth Management
- Small Business Lending
- Loans
- Credit Analysis
- Private Banking
- Asset Management
- Banking
- Branch Banking
- Cash Management
- Consumer Lending
- Credit Risk
- Due Diligence
- Finance
- Financial Analysis
- Investments
- Lines of Credit
- Management
- Mergers
- Mortgage Lending
- Portfolio Management
- Relationship Management
- Retail Banking
Stephen Wagner Summary
- Stephen Wagner, based in St. Louis, MO, US, is currently a Vice President, Financial Advisor at UBS. Stephen Wagner brings experience from previous roles at J.P. Morgan Private Bank and Moneta Group. Stephen Wagner holds a 2015 - 2016 Dean's Certificate in Finance in Financial Planning @ University of Missouri-Saint Louis. With a robust skill set that includes Leadership, Training, Sales, Microsoft Office, Retail Sales and more. Stephen Wagner has 4 emails and 4 mobile phone numbers on RocketReach.
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