Stephen

Stephen: Email & Phone Number

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Investment Counselor at Fisher Investments|Plano, Texas, United States

Position:

Investment Counselor at Fisher Investments

Location:

Plano, Texas, United States

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Last updated: 2025-01-08
Updated: 2025-01-08

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Work Experience 16 years

Investment Counselor at Fisher Investments

Oct 2024 - Current

Relationship Banker - SBS & MOD at JPMorgan Chase & Co.

Nov 2021 - Sep 2024

Sr. Customer Success Specialist Paralegal at Ontellus

Jul 2019 - Oct 2021

Administrative Assistant at Digestive Center Associates PLLC

Jan 2010 - Jun 2019

Stephen started working in 2010, then the employee has changed 3 companies and 3 jobs. On average, Stephen works for one company for 4 years 1 month.

Their professional focus is Account Management, Analytical Skills, and Appointment Scheduling across 3 core areas.

Education

Master's degree at University of Houston-Downtown

Bachelor’s Degree at University of St. Thomas (TX)

Certificate at Rice University - Susanne M. Glasscock School of Continuing Studies

Graduate certificate at UHD Marilyn Davies College of Business

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