General Manager
CurrentLIhe insurance, executive compensation and wealth transfer.
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@comcast.net
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1 phone found area 404
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LinkedIn matched
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Ken Stephens is listed as General Manager at The Smith Organization, based in Atlanta, Georgia, United States. AeroLeads shows a work email signal at comcast.net, phone signal with area code 404, and a matched LinkedIn profile for Ken Stephens.
Ken Stephens previously worked as Specialty Trust Advisor First Vice President at Suntrust and Trust and Fiduciary Advisor at Vantage Point South - The Skinner Law Firm. Ken Stephens holds Bachelor'S Degree, Organizational Management from Auburn University.
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Ken Stephens is a General Manager at The Smith Organization. He possess expertise in social media, microsoft office, customer service, event planning, teaching and 28 more skills.
Listed skills include Social Media, Microsoft Office, Customer Service, Event Planning, and 29 others.
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Atlanta, Georgia, United States
LIhe insurance, executive compensation and wealth transfer.
Atlanta
Administration of Special Needs and Structured Settlement Trust
Greater Atlanta Area
Co-founder of the firm which is dedicated to providing clients with advanced wealth structuring that incorporates Trust and Estate planning. We assist our clients and serve as the central point of contact for complex investment, tax, legal and personal care matters. We provide the attention and care that is no longer available through the large corporate banks.
Greater Atlanta Area
• Manage advanced book of complex account which included traditional Trusts, IRAs Investment Management accounts as well as wholly charitable and split-interest charitable trusts.• Serving as Sales Champion for regional U. S. Trust Emerging Wealth office assisting other Trust Relationship Officers with development of the sales opportunities and pipeline as well as advising client of advanced planning strategies.• Partnering with U. S. Trust High Net Worth associates in securing a complex family relationship which our office developed that includes traditional trusts, Oil and Gas/ Ranch Properties and a $7.2 million Family CLUT. • Managed advanced book of complex accounts.• Managed a Client Relationship Team comprised of nine Trust Officers and a Trust Assistant. • Consolidated management of a large book of Structured Settlement accounts within the Regional Trust Services Office.• Prepared a report outlining complexities involved in the management of Structured Settlement Plans for use by Compliance, Management and other Trust Officers on the Client Relationship Team.• Assumed management of two additional books of accounts when assigned Trust Officers departed Trust Services.• Initiated independent pro-active plan to contact existing Structured Settlement clients. • Proactively managed the regulatory process for Structured Settlement accounts which resulted in a reduction in returned reviews and no tracked exceptions.
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Ken Stephens works for The Smith Organization.
Ken Stephens is listed as General Manager at The Smith Organization.
AeroLeads has found 3 work email signals at @comcast.net for Ken Stephens at The Smith Organization.
AeroLeads has found 1 phone signal(s) with area code 404 for Ken Stephens at The Smith Organization.
Ken Stephens is based in Atlanta, Georgia, United States while working with The Smith Organization.
Ken Stephens has worked for The Smith Organization, Suntrust, Vantage Point South - The Skinner Law Firm, and Bank Of America.
You can use AeroLeads to view verified contact signals for Ken Stephens at The Smith Organization, including work email, phone, and LinkedIn data when available.
Ken Stephens holds Bachelor'S Degree, Organizational Management from Auburn University.
Ken Stephens is listed with skills including Social Media, Microsoft Office, Customer Service, Event Planning, Teaching, Public Speaking, Microsoft Word, and Research.
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