Joseph Stephens Ii, Cfp® Email and Phone Number
Joseph Stephens Ii, Cfp® work email
- Valid
- Valid
- Valid
Joseph Stephens Ii, Cfp® personal email
Joseph Stephens Ii, Cfp® phone numbers
I started my career as a Personal Financial Representative because I'm passionate about helping my community. Growing up, I witnessed firsthand the troubles that can arise from not having a solid plan in place. Today, I dedicate much of my free time to my education so I can stay up-to-date on the ever-changing financial landscape. Helping clients plan for their financial future is so much more than market investments and employer benefits. My mission is to help educate others so they can better understand what's necessary to achieve full financial security.
-
Certified Financial PlannerAssociated Financial PlannersNew York, Ny, Us
-
Personal Financial RepresentativeAllstate Aug 2021 - PresentNew Jersey, United States -
Area ManagerGallo Wine Sales Of New Jersey Aug 2018 - Aug 2021Elizabeth, New Jersey, United States• Develop, execute, and evaluate sales/marketing strategies for a portfolio of luxury beverage brands, generating $20,000,000 in annual revenue. • Grew New Jersey from 5th largest luxury beverage market to the #1 largest market in the U.S. within nine (9) months. • Oversee annual volume of 88,000 cases of luxury wine and spirits, inclusive of revenue and distribution targets. • Administer $250,000 annual budget to achieve product and service goals• Cultivate relationships with key customers, exponentially growing business by 46% per quarter. • Increase new business by 26%. I organize and present at numerous statewide events, promoting Gallo’s products and service quality.• Directly supervise Managers and Specialists, representing $600,000 in compensation costs and indirectly evaluate the productivity of 110 sales’ consultants. • Manage numerous suppliers and create multi-channel programming and pricing strategies for sales’ execution. • Provide blueprints for effective sales’ performance. I develop sales slicks, point of sale, and tech sheets for the company’s entire fine wine portfolio. • Evaluate managers’ achievement of KPI’s and provide suggested performance improvement measures, as needed. • Maximize team performance and sales. I lead weekly educational seminars and Certified Specialist of Wine training classes.• Covid-19 Pandemic Leadership: a. Established an E-Commerce Division to pivot online selling, saving 30 employees from downsizing. b. Maintained current account relationships and grew new customer acquisition via online sales’ initiatives.c. Branded Gallo Wine Sales of NJ as the premier authority on everything e-commerce in NJ. -
Financial AdvisorBank Of America Merrill Lynch Aug 2017 - Aug 2018New Jersey, United StatesSurpassed quarterly goal by 600%. I gained $6,000,000 in assets under management; the goal was $1,000,000. • Directed client portfolios and investment plans, providing superior financial advice to enhance clients’ wealth goals and financial security. Spearheaded a B2B client acquisition strategy for Defined Contribution Retirement Plans, increasing new plans by 50%, which was above all other team members. -
Director Of OperationsGerards Wine And Spirits Jan 2007 - Jul 2017New Jersey, United States• Directed sales’ results, talent management, supply chain, and accounting functions, delivering superior organizational performance. Accomplishments include:• Grew sales by 200% in five (5) years, from $2,500,000 to $7,500,000. • Developed and implemented Gerard’s e-commerce site, earning $2,000,000 in new business within less than two (2) years. I cemented the firm as a competitor in the online marketplace. • Orchestrated charity events that highlighted Gerard’s products and services. The events raised $530,000. • Led a team of 20 employees, consisting of two (2) Managers and 18 sales’ professionals. • Under my leadership, employees successfully executed brand-specific marketing initiatives.• Lessened unexpected turnover by 80%.• Created content and executed trainings and educational seminars for staff and customers.• Conducted accounting and payroll activities. I was directly accountable for a $500,000 personnel budget.
Joseph Stephens Ii, Cfp® Skills
Joseph Stephens Ii, Cfp® Education Details
-
Master Of Business Administration - Mba -
3.75
Frequently Asked Questions about Joseph Stephens Ii, Cfp®
What company does Joseph Stephens Ii, Cfp® work for?
Joseph Stephens Ii, Cfp® works for Associated Financial Planners
What is Joseph Stephens Ii, Cfp®'s role at the current company?
Joseph Stephens Ii, Cfp®'s current role is Certified Financial Planner.
What is Joseph Stephens Ii, Cfp®'s email address?
Joseph Stephens Ii, Cfp®'s email address is un****@****mac.com
What is Joseph Stephens Ii, Cfp®'s direct phone number?
Joseph Stephens Ii, Cfp®'s direct phone number is +173289*****
What schools did Joseph Stephens Ii, Cfp® attend?
Joseph Stephens Ii, Cfp® attended Monmouth University, Monmouth University.
What are some of Joseph Stephens Ii, Cfp®'s interests?
Joseph Stephens Ii, Cfp® has interest in Aviation, Snowboarding, Flight Instruction, Apple Products, Wakeboarding.
What skills is Joseph Stephens Ii, Cfp® known for?
Joseph Stephens Ii, Cfp® has skills like Business Development, Financial Advice, Financial Advisory Services, Investment Portfolo Construction, Computer Skills, Behavioral Finance, Customizable Investment Strategies, Goals Based Investment Strategies, Advice And Guidance, Business Financial Strategies, Business Consulting, Web Design.
Who are Joseph Stephens Ii, Cfp®'s colleagues?
Joseph Stephens Ii, Cfp®'s colleagues are Mayank Rathod, Susan Beaudoin, Willard (Buddy) Blood, Alex Gialanella, Valerie Espinoza-Ronk, Jhonny Palomo, Bryce Beck.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial