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@nfp.com
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4 phones found area 925 and 415
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Jim Stehr is listed as AVP in Individual Solutions at NFP CA at NFP Advisor Services, a company with 65 employees, based in San Francisco Bay Area, United States, United States. AeroLeads shows a work email signal at nfp.com, phone signal with area code 925, 415, and a matched LinkedIn profile for Jim Stehr.
Jim Stehr previously worked as AVP Individual Solutions at Nfp Advisor Services and CEO/CCO at Paragon East Advisors, Llc. Jim Stehr holds Bachelor’S Degree, Political Economy Of Industrialized Societies from University Of California, Berkeley.
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AeroLeads found 1 current-domain work email signal for Jim Stehr. Compare company email patterns before reaching out.
The vast majority of my professional career has been spent in financial services. My 20 years as an institutional equity sales trader afforded me the opportunity to experience numerous economic cycles. There have been highs (the dot.com boom of 1999-2000) and lows (financial crisis of 2008-2009). During these and others like them, I have been able to glean extensive knowledge as to what drives equity and fixed income prices through interacting with asset managers of varying strategies. Coupled with a keen understanding of a top down approach to investment identification, I'm able to recommend wealth management strategies that help meet each and every need - including investment management, insurance and retirement planning. Insurance services provided through NFP Executive Benefits, LLC. (NFP EB), a subsidiary of NFP Corp. (NFP). Doing business in California as NFP Executive Benefits & Insurance Agency, LLC. (License #OH86767). Securities offered through Kestra Investment Services, LLC, member FINRA/SIPC. Kestra Investment Services, LLC is not affiliated with NFP or NFP EB.Investor Disclosures: https://bit.ly/KF-DisclosuresThis site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-5-KESTRA (844-553-7872). The web site links referenced are being provided strictly as a courtesy. Neither us, nor Kestra IS or Kestra AS are liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of the links provided.NFP (https://www.nfp.com/)2300 Contra Costa Boulevard, Suite 600Pleasant Hill, CA 94523(925) 444-9417jim.stehr@nfp.comFINRA: https://www.finra.org/#/SIPC: https://www.sipc.org/
Listed skills include Investments, Equities, Capital Markets, Leadership, and 46 others.
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NFP is a leading insurance broker and consultant that provides employee benefits, property & casualty, retirement, and individual insurance and wealth management solutions through our licensed subsidiaries and affiliates. Our expertise is matched only by our personal commitment to each client’s goals. This LinkedIn site is published for residents of the.
Paragon East Advisors, LLC (PEA) is an independent registered investment adviser. PEA strives to offer a full suite of cost effective, and engaged investment advisory services that caters to any individual need, regardless of one's financial standing. PEA's objective is to provide a productive way to manage one's financial present and plan for the future..
Paragon East Partners runs a multi-asset investment fund. The principals have over 40 years of investment experience. Our goal is to generate above average returns and income through investing in listed equities, derivatives and bonds. Over time, other financial assets will be evaluated when opportunities present themselves.
Lafayette, CA, US
Econoday provides macro economic event data and related content. We deliver this content in 3 calendar mediums (print, web based and online). Our mission is to enable users to be able to easily digest and act upon economic event data. Our economic calendars are effective investment/trading tools as well as a marketing resource. Econoday covers 12 developed.
San Francisco, California, US
Sold a complete suite of CRM software applications to the Small and Mid sized business segment. Covered the Dallas/Ft. Worth and East Bay territories during my tenure.
New York, New York, US
Provided equity sales trading coverage to over 20 hedge and mutual find trading desks in from Seattle to San Diego. Cross sold products across the entire equity platform – prime brokerage, program trading, derivatives and electronic execution. Assumed the managerial role for sales trading desk in November, 2008; successfully stabilized then grew our.
Zurich, CH
Graduated from junior to senior member of six person equity sales trading desk. Covered 15 West Coast and Denver institutional accounts. Grew Northwest territory by 50% within two years through growing old and establishing new account relationships.
Zurich, CH
I supported two high net worth brokers administratively and logistically. I helped prepare reports, tracked commissions and sent research reports to their 25 retail clients.
Other employees you can reach at nfpadvisorservices.com. View company contacts for 65 employees →
Crazy Lady
Colleague at Nfp Advisor ServicesAustin, Texas, United States, United States
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LV
Laurie Verbinski
Colleague at Nfp Advisor ServicesWashim, India, India
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Büşra Bayram
Colleague at Nfp Advisor ServicesTürkiye, Turkey
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Amy Colllins
Colleague at Nfp Advisor ServicesGreater Burlington Area, United States
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Frances Singer
Colleague at Nfp Advisor ServicesRockville, Maryland, United States, United States
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Marian Gilstrap
Colleague at Nfp Advisor ServicesAtlanta, Georgia, United States, United States
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Garry Shaw
Colleague at Nfp Advisor ServicesAustin, Texas, United States, United States
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CH
Christine Hollander
Colleague at Nfp Advisor ServicesHermosa Beach, California, United States, United States
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RB
Reed, Barnabas
Colleague at Nfp Advisor ServicesAustin, Texas, United States, United States
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RJ
Rishab Jain
Colleague at Nfp Advisor ServicesJaipur, Rajasthan, India, India
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Quick answers generated from the profile data available on this page.
Jim Stehr works for NFP Advisor Services.
Jim Stehr is listed as AVP in Individual Solutions at NFP CA at NFP Advisor Services.
AeroLeads has found 1 work email signal at @nfp.com for Jim Stehr at NFP Advisor Services.
AeroLeads has found 4 phone signal(s) with area code 925, 415 for Jim Stehr at NFP Advisor Services.
Jim Stehr is based in San Francisco Bay Area, United States, United States while working with NFP Advisor Services.
Jim Stehr has worked for Nfp Advisor Services, Paragon East Advisors, Llc, Paragon East Partners, Econoday, and Salesforce.Com.
Jim Stehr's colleagues at NFP Advisor Services include Crazy Lady, Laurie Verbinski, Büşra Bayram, Amy Colllins, and Frances Singer.
You can use AeroLeads to view verified contact signals for Jim Stehr at NFP Advisor Services, including work email, phone, and LinkedIn data when available.
Jim Stehr holds Bachelor’S Degree, Political Economy Of Industrialized Societies from University Of California, Berkeley.
Jim Stehr is listed with skills including Investments, Equities, Capital Markets, Leadership, Crm, Financial Services, Hedge Funds, and Salesforce.Com.
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