Stephen Francis Trainer

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Profil

Mr. Stephen F.
Trainer is Global Markets Analyst at SRS Capital Advisors, Inc. He is working at 7258 Wealth Management, Inc., a division of SRS Capital Advisors, Inc. In this role, he researches efficient investment vehicles on behalf of the 7258 Investment Committee, analyzes client balance sheets and portfolios and plays an instrumental role in the Objective Asset Allocation Process.
Mr. Trainer was an Associate for Arcstone Partners’ Denver Office.
He was responsible for creating analyses for financial reporting and valuation based consulting services.
He focused on technology companies ranging from early stage to those seeking an initial public offering.
Prior to joining Arcstone Partners, Mr. Trainer managed a team responsible for building portfolio allocation and wealth forecasting tools for Wall Street On Demand.
In addition, he led the sales and marketing effort to generate new clients while continually working to better the product offering.
Before that, Mr. Trainer worked in AllianceBernstein’s New York office supporting the sales and client servicing efforts of financial advisors.
He relocated to the Denver office to train and manage the support staff, eventually moving into the role of Investment Planning Analyst.
He received his BS degree in Engineering from Lehigh University and an MBA from the University of Denver.

Anciens postes connus de Stephen Francis Trainer

Sociétés	Poste	Fin
SRS Capital Advisors, Inc.	Analyst-Equity	01/07/2018

Formation de Stephen Francis Trainer

Lehigh University	Undergraduate Degree
University of Denver	Masters Business Admin