Steven Sperry Email & Phone Number
VP Branch Leader @ Fidelity Investments
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Steven Sperry Location
- Kansas City, MO, US
Steven Sperry Work
- 2022 -now VP Branch Leader @
- 2019 -2022 VP; Investments Market Leader @
- 2014 -2019 VP; Financial Solutions Advisor @
- 2012 -2014 VP; Financial Center Manager @
- 2011 -2012 Officer; Assistant Financial Center Manager @
- 2010 -2011 Personal Banker @
- 2008 -2009 Agent @
Steven Sperry Education
- University of Missouri-Kansas City
MBA (Finance)
2010-2012 - The University of Kansas
BA (Spanish, Business)
2003-2007 - St. Christopher's School
Steven Sperry Skills
- MBA
- New Business Development
- Excel
- Banking
- Retail Banking
- Interviewing
- Bilingual
- Sales Management
- Coaching
- Operational Excellence
- Word
- PowerPoint
- English
- Outlook
- Access
- Microsoft Office
- Customer Relations
- Consumer Lending
- Mortgage Lending
- Adaptation
- Customer Service
- Small Business Lending
- Strategic Partnerships
- Training
- Reporting & Analysis
- Accountability
- CRM
- Risk Management
- Financial Services
- Credit Cards
- Insurance
- Loans
- Team Leadership
- Lines Of Credit
- Relationship Management
- Cross Selling
- Deposits
- Leadership
- Strategy
- Finra
- Sales
- Management
- Spanish
- Finance
- Operations
- Reporting and Analysis
- Solutions
- Sales Manager
Steven Sperry Summary
- Steven Sperry, based in Kansas City, MO, US, is currently a VP Branch Leader at Fidelity Investments. Steven Sperry brings experience from previous roles at Bank of America Merrill Lynch. Steven Sperry holds a 2010 - 2012 MBA in Finance @ University of Missouri-Kansas City. With a robust skill set that includes MBA, New Business Development, Excel, Banking, Retail Banking and more. Steven Sperry has 2 emails and 4 mobile phone numbers on RocketReach.
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