Lance Stephens

Lance Stephens Email and Phone Number

Senior Vice President at First Pacific Advisors (FPA) @ First Pacific Advisors (FPA)
los angeles, california, united states
Lance Stephens's Location
Greater Chicago Area, United States
Lance Stephens's Contact Details

Lance Stephens personal email

n/a

Lance Stephens phone numbers

About Lance Stephens

I am a senior level wholesaler with a successful record of leading sales efforts across all channels, cultivating relationships with major distribution partners within territory, and implementing sales strategies to most effectively utilize time and resources. I have a proven track record of market development and have been recognized for building the territories to top levels in terms of sales and market share.I am viewed as a trusted resource for my clients. I find it important to partner with financial advisers to determine the best solutions for their business. My greatest satisfaction is being able to provide solutions for my clients that help to meet the needs of their clients. What I have enjoyed most is working with some of the highest level financial advisers in the industry.Areas of Expertise:Asset Management l Mutual Funds l SMAs l Financial Planning l Investments l Retail/Institutional l Diverse Asset Classes

Lance Stephens's Current Company Details
First Pacific Advisors (FPA)

First Pacific Advisors (Fpa)

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Senior Vice President at First Pacific Advisors (FPA)
los angeles, california, united states
Website:
fpafunds.com
Employees:
91
Lance Stephens Work Experience Details
  • First Pacific Advisors (Fpa)
    Senior Vice President
    First Pacific Advisors (Fpa) Apr 2018 - Present
    I lead the firm's business development initiatives in the Midwest. I am responsible for leading the sales efforts across all broker/dealer channels within the territory. FPA is a Los Angeles-based institutional money management firm practicing a disciplined approach to value investing. At FPA, we seek to foster a culture of excellence, to maintain high ethical standards, and to adhere to our Core Values.
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  • First Eagle Investment Management
    Midwest Sales Director
    First Eagle Investment Management Apr 2006 - Dec 2017
    Greater Chicago Area
    I directed the sales efforts in the Midwest focusing on all distribution channels including wirehouses, regional broker/dealers, independents, and RIAs. I helped to develop the Midwest territory into one of the highest ranked territories in the country in terms of sales and assets under management.
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  • M&T Bank
    Regional Sales Manager
    M&T Bank 2002 - 2006
    I provided leadership and development in the establishment and growth of sales and market share for the firm's mutual fund products. I helped to initiate the company's sales efforts within all external broker/dealer channels including RIAs, wirehouses, regionals, and independents. In this time, I developed over 125 new advisor relationships each year. I also helped to generate additional opportunities by establishing selling agreements with numerous broker/dealers.
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  • Calamos Investments
    Regional Sales Manager
    Calamos Investments 1997 - 2001
    I led the firm's sales efforts for separately managed accounts and mutual funds in the Midwest region for all channels. I played a key role in initiating and developing the firm's relationships with UBS, Wells Fargo, and several regional firms in the territory. I led the territory to a top three ranking within the firm.
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Lance Stephens Skills

Sales Certified Financial Planner Mutual Funds Asset Management Sales Management Series 7 Series 63 Series 65 Crm Marketing Strategy Marketing Alternative Investments Investments Wealth Management Securities Investment Advisory Financial Services Finance Sales And Marketing Financial Planning Institutional Sales Separately Managed Accounts Asset Allocation Etfs Business Development Investment Strategies Leadership Strategic Planning Investment Management Financial Advisory Territory Management Sales Process Portfolio Management Investment Sales Fixed Income Equities Strategy

Lance Stephens Education Details

Frequently Asked Questions about Lance Stephens

What company does Lance Stephens work for?

Lance Stephens works for First Pacific Advisors (Fpa)

What is Lance Stephens's role at the current company?

Lance Stephens's current role is Senior Vice President at First Pacific Advisors (FPA).

What is Lance Stephens's email address?

Lance Stephens's email address is la****@****eim.com

What is Lance Stephens's direct phone number?

Lance Stephens's direct phone number is +121269*****

What schools did Lance Stephens attend?

Lance Stephens attended Augustana College.

What skills is Lance Stephens known for?

Lance Stephens has skills like Sales, Certified Financial Planner, Mutual Funds, Asset Management, Sales Management, Series 7, Series 63, Series 65, Crm, Marketing Strategy, Marketing, Alternative Investments.

Who are Lance Stephens's colleagues?

Lance Stephens's colleagues are Galina Tekunoff, Phuttichai Jaroenpornpiti, Robert Rodriguez, Whitney Mcdonnell Barbarics, Doug Herrera, Caia, Arthur Martirosyan, Nazanin Pajoom.

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