Michael Stephens Email and Phone Number
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Dynamic, results oriented business management professional with extensive experience working for the largest investment management and financial service organizations in the world. Expertise in client engagement, program management, strategic planning, and sales operations. Client-focused with strong inter/intra relationship building and project management skillsSpecialties: Strategic planning, product development, business intelligence, management information, systems development, performance measurement, risk management, financial planning and analysis, project management, marketing, RFP, market research, sales force efficiency, workflow design, compensation modeling, behavioral analysis, competitive analysis, profitability management
Experian
View- Website:
- experian.com
- Employees:
- 24340
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Senior Account Director - Financial ServicesExperianTexas, United States
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Sr. Client Managing Partner - Financial ServicesAcxiom Feb 2021 - PresentConway, Arkansas, Us -
Strategy Consultant & Director Of Business Partnerships - Financial ServicesAcxiom Jan 2020 - Feb 2021Conway, Arkansas, Us
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Managing Director, Head Of Program Management Office - Investor ServicesCharles Schwab Apr 2018 - Nov 2019Westlake, Texas, UsDirectly responsible for the oversight and management of the Investor Services Program Office, which include aggregating initiatives and programs that impact all field channels, understanding key dependencies between other business efforts, determining deployment approach and driving best execution. -
Vice President, Defined Contribution Client Services & IntegrationState Street Global Advisors Nov 2014 - Apr 2018Boston, Ma, UsSupervised all client administration and operational matters for U.S. Defined Contribution business as well as handled the management and execution of large, complex projects, on-boardings and implementations through the management of client interactions, communications, and engagement with 3rd party providers (record keepers, asset managers, data providers, etc.). -
Global Pmo ManagerState Street Jul 2013 - Nov 2014Boston, Massachusetts, UsManaged the execution of large, strategic Global Project and Program conversions through the management of all implementation phases, including initiation, development, testing, integration, and post implementation review -
Product Manager - Institutional Client BusinessBlackrock May 2011 - Jun 2013New York, Ny, UsDeveloped and managed a suite of collective trust funds through the generation of new product opportunities, creation of customized client solutions, and process enhancements to ensure well-defined, efficient procedures were in place -
Account Manager – Institutional Client Business: Defined Contribution Team TeamBlackrock Feb 2010 - May 2011New York, Ny, UsSupported the sales and marketing efforts of large, strategic Institutional Defined Contribution clients, Tier I/II prospects and Big-4 consultants, as well as led integration efforts to consolidate all channel sales revenue and pipeline management information onto a globalized CRM platform
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Business Analyst / Sales Operations - Institutional Client BusinessBlackrock Mar 2006 - Feb 2010New York, Ny, UsProvided global executive management with the main factors and comprehensive knowledge that drove the bottom line, which included outlining ongoing performance against channel targets, determining the health and direction of the business through client/resource alignment, defining potential flight risk opportunities, and transferring clients to lower cost, web-based service models
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Investment Accounting SpecialistNorth Bay Bancorp Sep 2005 - May 2006Created automated controls of banking activities, generated/filed press releases, and prepared financial reports (the 10-Q, 10-K, & the FFIEC Form 41) to ensure that quarterly and annual earnings were represented accurately and in detail
Michael Stephens Skills
Michael Stephens Education Details
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Princeton UniversityEconomics -
Napa High School
Frequently Asked Questions about Michael Stephens
What company does Michael Stephens work for?
Michael Stephens works for Experian
What is Michael Stephens's role at the current company?
Michael Stephens's current role is Senior Account Director - Financial Services.
What is Michael Stephens's email address?
Michael Stephens's email address is mi****@****ail.com
What schools did Michael Stephens attend?
Michael Stephens attended Princeton University, Napa High School.
What skills is Michael Stephens known for?
Michael Stephens has skills like Project Management, Business Intelligence, Strategic Planning, Crm, Program Management, Investments, Asset Management, Sales Operations, Product Development, Data Analysis, Client Services, Business Analysis.
Who are Michael Stephens's colleagues?
Michael Stephens's colleagues are Barbara Yusko, Varun Bhardwaj, Cinthia Moya, Faith John, Danielle Ashworth, Francisca Ávalos, Vishal Kotla (Pmp, Gcp, Aws Ai Practitioner Certified).
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