Mason Stephens
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Mason Stephens Email & Phone Number

Wealth Management Intern at Strategic Wealth
Location: El Paso, Texas, United States 6 work roles 1 school
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✓ Verified Jul 2026 3 data sources Profile completeness 86%

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Current company
Role
Wealth Management Intern
Location
El Paso, Texas, United States
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Who is Mason Stephens? Overview

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Mason Stephens is listed as Wealth Management Intern at Strategic Wealth, a with 31 employees, based in El Paso, Texas, United States. AeroLeads shows a matched LinkedIn profile for Mason Stephens.

Mason Stephens previously worked as Intern III at El Paso Water and Procurement Specialist at El Paso Water. Mason Stephens holds Bachelor Of Business Administration - Bba, Banking, Corporate, Finance, And Securities Law from The University Of Texas At El Paso.

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Strategic Wealth

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Profile bio

About Mason Stephens

A Finance major at The University of Texas at El Paso, with a concentration in Banking and Financial Institutions and a minor in Business Analytics. My passion lies at the intersection of finance and data, where I strive to transform numbers into meaningful insights. Currently, I’m honing my skills as a Procurement Specialist Intern at El Paso Water Utilities, where I manage requisition processes and analyze financial data to drive informed decision-making.With experience across procurement, data analysis, and customer service roles, I’ve developed a strong foundation in financial operations and analytical reporting. I'm skilled in Microsoft Excel, PeopleSoft Financials, and have a growing proficiency in Python and SQL. My goal is to leverage these skills to make a positive impact in the finance and analytics space.Feel free to connect with me if you share similar interests or want to discuss financial analytics, data-driven decision-making, or professional opportunities.

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Strategic Wealth
Strategic Wealth
Wealth Management Intern
El Paso, TX, US
Website
Employees
31
AeroLeads page
6 roles

Mason Stephens work experience

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Procurement Specialist

El Paso, Texas, United States

Requisition Processing: Expertly managed the end-to-end requisition process within the purchasing department, ensuring meticulous review and processing of documents for compliance with utility standards and regulatory requirements.Master Contract Management in PeopleSoft: Specialized in the creation, extension, and enhancement of Master Contracts using PeopleSoft. Skillfully managed contract details, ensuring accuracy, compliance, and alignment with utility needs and standards.Document Analysis and Compliance: Conducted thorough examinations of a wide array of procurement documents, including vendor quotes, Master Contracts, internal checklists, and memos from end-users. Ensured comprehensive compliance with company policies and procurement objectives.Interdepartmental Collaboration: Fostered strong communication channels across various departments within the utility. Collaborated effectively to ensure seamless procurement operations, aligning departmental objectives with utility-wide goals.

Associate

El Paso, Texas, United States

Collaborated closely with management to identify and prioritize at-risk areas for theft and loss.• Provided prompt, friendly customer service and operated a cash register for 60+ daily transaction types including returns, credit card applications, hunting and fishing licenses and sales.• Zoned merchandise and maintained merchandising guidelines by stocking impulse racks and maintaining Multiple Department POGs• Successfully picked and fulfilled over 50 SFS (Ship From Store), BOPIS (Buy Online, Pick Up In-Store), and STS (Ship to Store) orders daily.• Demonstrated adaptability and versatility by seamlessly transitioning between different roles and responsibilities

Oct 2020 - Jan 2024

Low Brass Instructor

Parkland High School

El Paso, Texas, United States

Analyzed students’ strengths and weaknesses while creating plans for improvement• Celebrated students’ improvement and growth over the semester• Demonstrated a deep understanding of pedagogy and learning theories to create engaging and effective exercises• Actively partnered with program directors on a weekly basis to provide insights and recommendations for program enhancement.

Nov 2021 - Sep 2023

High Impact Tutor Non-Degreed

El Paso, Texas, United States

Engaged with and provided instruction and support to 15-20 middle and high school students in diverse settings, including one-on-one tutoring, small group workshops, and large classroom environments.• Fostered a positive and inclusive learning environment that encouraged active participation and collaboration among students in large group settings.• Utilized effective classroom management techniques to maintain focus and discipline in larger groups while ensuring personalized attention.

Jan 2022 - May 2023
Team & coworkers

Colleagues at Strategic Wealth

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1 education record

Mason Stephens education

FAQ

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What company does Mason Stephens work for?

Mason Stephens works for Strategic Wealth.

What is Mason Stephens's role at Strategic Wealth?

Mason Stephens is listed as Wealth Management Intern at Strategic Wealth.

Where is Mason Stephens based?

Mason Stephens is based in El Paso, Texas, United States while working with Strategic Wealth.

What companies has Mason Stephens worked for?

Mason Stephens has worked for Strategic Wealth, El Paso Water, Academy Sports + Outdoors, Parkland High School, and El Paso Independent School District.

Who are Mason Stephens's colleagues at Strategic Wealth?

Mason Stephens's colleagues at Strategic Wealth include Thomas Gallardo, Cristina Valdez-Narvaez, Claudia De La Rosa, Mba, Joann Fontanez, and Marylou Weiland.

How can I contact Mason Stephens?

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What schools did Mason Stephens attend?

Mason Stephens holds Bachelor Of Business Administration - Bba, Banking, Corporate, Finance, And Securities Law from The University Of Texas At El Paso.

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