Profiel
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.
Eerdere bekende functies van Stephen Francis Trainer
Bedrijven | Functie | Einde |
---|---|---|
SRS Capital Advisors, Inc.
SRS Capital Advisors, Inc. Investment ManagersFinance SRS Capital Advisors, Inc. is a privately owned independent Registered Investment Advisor headquartered in Denver, Colorado. The firm was founded by David A. Simon, Michael P. Riordan and Patrick C. South in 2004. They provide customized investment platforms and highly sophisticated wealth planning solutions for high net-worth families and individuals, businesses, and foundations. | Analyst-Equity | 01-07-2018 |
Opleiding van Stephen Francis Trainer
Lehigh University | Undergraduate Degree |
University of Denver | Masters Business Admin |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
Bedrijven in privébezit | 1 |
---|---|
SRS Capital Advisors, Inc.
SRS Capital Advisors, Inc. Investment ManagersFinance SRS Capital Advisors, Inc. is a privately owned independent Registered Investment Advisor headquartered in Denver, Colorado. The firm was founded by David A. Simon, Michael P. Riordan and Patrick C. South in 2004. They provide customized investment platforms and highly sophisticated wealth planning solutions for high net-worth families and individuals, businesses, and foundations. | Finance |