Finmason, Inc.
Director, Strategic Accounts
Schechter Wealth
Director Business Development
Stealth Distribution Consulting Oct 2015 - Jun 2016
Senior Consultant
Eaton Vance Jan 1, 2004 - Aug 2015
Vp, Global Relationship Manager
Eaton Vance Jun 1998 - Feb 2004
Vp, Regional Director - Rocky Mountains
Education:
Northeastern University 1995 - 1998
Master of Science, Masters, Financial Management, Finance
Bryant University 1987 - 1991
Bachelors, Bachelor of Science, Business Administration, Marketing
Wayland High School
Skills:
Investments Alternative Investments Wealth Management Financial Services Asset Management Asset Allocation Sales Management Portfolio Management Wholesale Series 65 Separately Managed Accounts Estate Planning Finra Unified Managed Accounts Wrap Accounts 529 Plans Rollovers Income For Life Estate Preservation Registered Investment Advisor Wealth Accumulation Key Person Insurance Survivor Income Executive Benefit Strategies Coli Boli Executive Pay Equity Compensation Restricted Stock Rule 144 144A Private Placements Public Seminars Closed End Funds Separate Accounts Charitable Giving
Stefan Thielen. ... Stefan Thielen. Public Event. Event Photo. Who: Stefan Thielen. When: Friday, December 03, 2010 10:00 PM - 12:00 AM CST (End Time ...
Stefan Thielen. ... Stefan Thielen. Public Event. Event Photo. Who: Stefan Thielen. When: Thursday, December 02, 2010 10:00 PM - 12:00 AM PST (End Time ...
Googleplus
Stefan Thielen
Lived:
Park City Utah Columbus Ohio Smithfield Rhode Island Revere MA Wayland MA Cohasset MA Scituate MA Hingham MA Hull MA