Bill Stephens
Private Wealth Manager at Upstream Investment Partners, Llc
Bill Stephens has been working as a Private Wealth Manager at Upstream Investment Partners, Llc at Upstream Investment Partners, Llc since 2011. Furthermore, this person has on-the-job experience at more than eight companies using similar skills. Bill has a total work experience of 39+ years. Bill studied at the Southern Methodist University from 1993 to 1993. Dallas, Texas is the place where Bill Stephens currently lives. You can contact with Bill by searching for phone or email or find full information by requesting access to this expert's details from SoftwareOfficial.
Name variants:
Billy Stephens,
Billie Stephens
Last updated Jul 05, 2024
Contact Information
Last Update
Jul 10, 2022
Email
bs**@upstreamip.com
Location
Dallas, TX
Workplace
Private Wealth Manager at Upstream Investment Partners, Llc
Industry
Financial Services
Colleagues
Work History
Private Wealth Manager at Upstream Investment Partners, Llc
Upstream Investment Partners, LLC is a privately owned, nationwide company created to provide an independent environment with an open architecture of platforms and products without proprieta...
from Mar 2011
V.p Investments
At H&R Block I partnered with Tax Professionals to address the investment needs of their most valued clients. I helped families, indivduals and business owners implement strategies for savin...
Jan 2002 — Mar 2011
Vice President Investment
This was a very volatile period with the internet boom/bust, Alan Greenspan's Federal Reserve tenure and the near disastrous collapse of Long Term Capital Credit. I gained valuable insights ...
Jan 1998 — Jan 2002
V.p Investments
420 Montgomery St, San Francisco, CA 94129
This was a very volatile period with the Internet Boom/Bust, Greenspan's "irrational exuberance" and the near disasterous collapse of Long Term Capital Credit. I gained valuable insight into...
Jan 1996 — Jan 2002
Broker
At Bear Stearns I got first hand experience working with large investors. I did brokerage business with stocks and bonds. I actively traded Financial, Currency and Interest Rate Futures.
Aug 1989 — Jan 1998
Retail Broker
At Bear Stearns I got first hand experience working with large investors. I did brokerage business with stocks and bonds. I actively traded in Financial, Currency and Interest Rate Futures.
1989 — 1996
Broker
I was fortunate to begin my career at AG Edwards. I benefited from their training. During this early time I established relationships with individuals and small businesses.
Apr 1987 — Aug 1989
Stockbroker
I started at A.G. Edwards in 1987. As a new recruit, I benefitted from their extensive training. During this early time in my career I established relationships with individuals and small bu...
1987 — 1989
Education
1993 — 1993
1974 — 1978
1972 — 1974
Occupations
Executive
Vice President
Chief Executive
Skills
Investments
Portfolio Management
Personal Financial Planning
Life Insurance
Asset Allocation
Retirement Planning
Wealth Management
Investment Advisory
Retirement Income Strategies
FAQs about Bill Stephens
What is the profession of Bill Stephens?
This professional's job is Private Wealth Manager at Upstream Investment Partners, Llc
What jobs is Bill Stephens a professional at?
Bill Stephens is a professional Executive and Vice President jobs.
Where does Bill Stephens currently live?
Bill Stephens currently lives in Dallas, Texas.
What is Bill's email?
Bill's email is bs**@upstreamip.com.
Where did Bill Stephens work?
The professional worked at Upstream Investment Partners, Llc, H&R Block Financial.
What education does Bill Stephens have?
Bill studied at the Southern Methodist University from 1993 to 1993.
What is professional industry that Bill Stephens is connected to?
Bill Stephens works in Financial Services industry.
What are special skills of Bill Stephens?
This professional has such skills as Investments, Portfolio Management, Personal Financial Planning, Life Insurance, Asset Allocation, Retirement Planning, and Wealth Management.