Name variants:
Stephen Martin
Last updated Jun 20, 2024
Contact Information
Last Update
Jul 14, 2022
Email
st**@wellsfargoadvisors.com, sm**@verizon.net, sm**@mac.com
Location
Richmond, VA
Company
Workplace
Senior Vice President - Investments
Richmond, VA
Industry
Financial Services, Full Service Broker Dealer, Security Broker/Dealer Investment Advisory Service, Securities Brokerage
Colleagues
Work History
Senior Vice President - Investments
901 east Cary Street Rd SUITE 1100, Richmond, VA 23221
from Oct 2017
Manager
Manager responsible for leading business transformation initiatives and providing consulting services within the public sector. Served as U.S. Army Account Manager responsible for enhancing,...
2007 — 2015
Consultant and Senior Business Analyst
14501 Sweitzer Ln, Laurel, MD 20707
Consultant responsible for communicating and collaborating with external and internal customers to develop business requirements in support of a software development project.
2007 — 2007
Consultant and Senior Business Analyst
Consultant responsible for change control coordination, system scheduling, documenting, diagramming, and identifying key process controls for Sarbanes-Oxley and Financial Restatement initiat...
2006 — 2007
Consultant and Process Engineer
8200 Jones Branch Dr, Mclean, VA 22102
Consultant responsible for documenting, diagramming and identifying key process controls within key business units of the Change Management organization of Freddie Mac.
2005 — 2005
Consultant and Business Process Analyst
5335 Gate Pkwy, Jacksonville, FL 32256
Consultant responsible for assessing Web.com (A Web Hosting and On-line Services Company) internal control system design and level of effectiveness for compliance with the Sarbanes-Oxley Act
2004 — 2005
First Vice President - Investment Officer
1 north Jefferson Ave St, Louis, MO
from May 1997
Senior Project Analyst
1000 Peachtree St northeast, Atlanta, GA 30309
Lead analyst on various department and system-wide project initiatives. Responsible for developing and managing annual budgets.
1997 — 2003
Education
1994 — 1997
1992 — 1994
1983 — 1987
1979 — 1983
Occupations
Executive
Senior Vice President
Accountant
Finance and Accounting Specialist
Vice President
Chief Executive
Accounting Bookkeeper
Bookkeeper
Skills
Retirement Planning
Asset Allocation
Finance
Financial Analysis
Insurance
Retirement
Risk Management
Financial Services
Securities
Business Analysis
Management Consulting
Program Management
Project Management
Business Process Improvement
Change Management
Business Process
Six Sigma
Vendor Management
Management
Leadership
Strategic Planning
Pmp
Business Development
Budgets
Software Documentation
It Strategy
Business Transformation
Business Intelligence
Software Development
Pmo
Sdlc
Strategy
Requirements Analysis
Outsourcing
Consulting
Process Improvement
Software Development Life Cycle