Stephen Carroll

Stephen Carroll: Email & Phone Number

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Internal Advisor Consultant at Columbia Threadneedle Investments|Boston, Massachusetts, United States

Position:

Internal Advisor Consultant at Columbia Threadneedle Investments

Location:

Boston, Massachusetts, United States

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Last updated: 2026-05-21
Updated: 2026-05-21

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Work Experience 7 years

Internal Advisor Consultant at Columbia Threadneedle Investments

Aug 2025 - Current

National Advisor Consultant at Columbia Threadneedle Investments, US

Mar 2025 - Aug 2025

Financial Analyst at B. Riley Financial

May 2023 - Aug 2023

Financial Analyst Intern at Dent Wizard International

May 2022 - Aug 2022

Teaching Assistant at Aim High

May 2019 - Aug 2019

Stephen Carroll started working in 2019, then the employee has changed 4 companies and 4 jobs. On average, Stephen Carroll works for one company for 5 months.

Their professional focus is Analytical Skills, Business Analysis, and Communication across 3 core areas.

Stephen holds Securities Industry Essentials (SIE), Series 66, and Series 7 certifications.

Education

Bachelor of Science - BS at Boston College Carroll School of Management

High School Diploma at Saint Louis Abbey/Saint Louis Priory School

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