Steve Stone's Location
Downers Grove, Illinois, United States
Steve Stone's Work
- Finance W and Distinction @ October Three Consulting
- National Market-Return Cash Balance Consultant @ October Three Consulting
- Regional Sales Director @ Kravitz, Inc.
- Senior External Regional Sales Consultant @ July Business Services
- Retirement Plan Services - Mega Market Communication Specialist @ JPMorgan Chase & Co.
- Sales Training and Development Manager @ John Hancock Financial Services
- Inside Sales Manager @ John Hancock Financial Services
- Internal Sales Associate @ John Hancock/Manulife Financial
- Senior Internal Sales Representative @ DWS Scudder Investments
- Senior Inside Wholesaler @ DWS Group
Steve Stone's Education
- DePaul University
M.B.A ( Finance 2003)
2000 - 2003 - University of Iowa
B.B.A ( Finance; Accounting & Economics)
1993 - 1997 - University of Iowa - Henry B. Tippie College of Business
B.B.A. ( Finance)
1993 - 1997
Steve Stone's Skills
- Series 7
- Series 65
- Series 6
- Licensing
- Sales Process
- Plan Design
- Series 63
- Mutual Funds
- Customer Relations
- Annuities
Steve Stone's Summary
Steve Stone, based in Downers Grove, Illinois, United States, is currently a Finance W and Distinction at October Three Consulting, bringing experience from previous roles at October Three Consulting, Kravitz, Inc., July Business Services and Jpmorgan Chase & Co.. Steve Stone holds a 2000 - 2003 M.B.A in Finance 2003 @ DePaul University. With a robust skill set that includes Series 7, Series 65, Series 6, Licensing, Sales Process and more, Steve Stone contributes valuable insights to the industry. Steve Stone has 3 emails on RocketReach.
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