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Stephen Dozer Email & Phone Number

Investment Operations Specialist at McLean Asset Management Corporation
Location: Lovettsville, Virginia, United States 6 work roles 3 schools
1 work email found @mcleanam.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email s****@mcleanam.com
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Current company
McLean Asset Management Corporation
Role
Investment Operations Specialist
Location
Lovettsville, Virginia, United States
Company size
37 employees

Who is Stephen Dozer? Overview

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Quick answer

Stephen Dozer is listed as Investment Operations Specialist at McLean Asset Management Corporation, a with 37 employees, based in Lovettsville, Virginia, United States. AeroLeads shows a work email signal at mcleanam.com and a matched LinkedIn profile for Stephen Dozer.

Stephen Dozer previously worked as Client Associate at Cam Private Wealth and Sr. Operations Specialist at Proshare Advisors, Llc. Stephen Dozer holds Master Of Business Administration - Mba, Finance, General, 3.59 from American Public University System.

Company email context

Email format at McLean Asset Management Corporation

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{first}.{last}@mcleanam.com
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Profile bio

About Stephen Dozer

Experienced Client Associate with a demonstrated history of working in the accounting industry. Skilled in Analytical Skills, Microsoft Word, Asset Management, Mutual Funds, and Outsourcing. Strong finance professional with a Master of Business Administration - MBA focused in Finance, General from American Public University System.

Listed skills include Financial Analysis, Analysis, Mutual Funds, Investments, and 20 others.

Current workplace

Stephen Dozer's current company

Company context helps verify the profile and gives searchers a useful next step.

McLean Asset Management Corporation
Mclean Asset Management Corporation
Investment Operations Specialist
virginia, united states
Website
mcleanam.com
Employees
37
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6 roles · 17 years

Stephen Dozer work experience

A career timeline built from the work history available for this profile.

Client Associate

Cam Private Wealth

Reston Virginia

Oct 2018 - Mar 2019

Mutual Fund Analyst

Sei Investments

• Ensure mutual funds income is posted to client accounts in a timely and accurate manner, achieving the completion of 99% of all such postings within 48 hours of the payable date• Analyze the reason for income differences (e.g. trades, account transfers, asset setup errors), evaluate the severity of the discrepancies and coordinate resolution of the identified issues with other teams and outside vendors• Primary Training Partner for Outsourcing to India• Provide client support to SEI's private banking clients, which include fulfilling ad hoc requests and discussing any mutual funds issues where necessary to maintain client satisfaction.• Analyze and decipher Money Arriving through different sources, Fedwires, ACH, Fundserve, and checks, to ensure I had the proper money to pay my clients.

2010 - Nov 2012
Team & coworkers

Colleagues at McLean Asset Management Corporation

Other employees you can reach at mcleanam.com. View company contacts for 37 employees →

TD Tara Daniels Tara Daniels Colleague at Mclean Asset Management CorporationHaymarket, Virginia, United States View → BC Briana Corbin Briana Corbin Colleague at Mclean Asset Management CorporationCrofton, Maryland, United States View → BB Brian Bass, Msfs, Cfp®, Ricp®, Aep®, Clu® Brian Bass, Msfs, Cfp®, Ricp®, Aep®, Clu® Colleague at Mclean Asset Management CorporationReisterstown, Maryland, United States View → AH Amber Hodges Amber Hodges Colleague at Mclean Asset Management CorporationWoodbridge, Virginia, United States View → LM Lorraine Malo Lorraine Malo Colleague at Mclean Asset Management CorporationBedford, New Hampshire, United States View → JW Jessica Wunder, Cfp®, Crpc®, Ricp® Jessica Wunder, Cfp®, Crpc®, Ricp® Colleague at Mclean Asset Management CorporationHaymarket, Virginia, United States View → CL Christian Litscher, Cfa, Cfp® Christian Litscher, Cfa, Cfp® Colleague at Mclean Asset Management CorporationAlexandria, Virginia, United States View → BA Bettina Adams Bettina Adams Colleague at Mclean Asset Management CorporationMclean, Virginia, United States View → CR Carmen Rivera Carmen Rivera Colleague at Mclean Asset Management CorporationWashington Dc-Baltimore Area, United States View → JM Jonathan Marcellino Jonathan Marcellino Colleague at Mclean Asset Management CorporationArlington, Virginia, United States View →
3 education records

Stephen Dozer education

Education record

Kennedy Kenrick
FAQ

Frequently asked questions about Stephen Dozer

Quick answers generated from the profile data available on this page.

What company does Stephen Dozer work for?

Stephen Dozer works for McLean Asset Management Corporation.

What is Stephen Dozer's role at McLean Asset Management Corporation?

Stephen Dozer is listed as Investment Operations Specialist at McLean Asset Management Corporation.

What is Stephen Dozer's email address?

AeroLeads has found 1 work email signal at @mcleanam.com for Stephen Dozer at McLean Asset Management Corporation.

Where is Stephen Dozer based?

Stephen Dozer is based in Lovettsville, Virginia, United States while working with McLean Asset Management Corporation.

What companies has Stephen Dozer worked for?

Stephen Dozer has worked for Mclean Asset Management Corporation, Cam Private Wealth, Proshare Advisors, Llc, Sei Investments, and Dorney Park & Wildwater Kingdom.

Who are Stephen Dozer's colleagues at McLean Asset Management Corporation?

Stephen Dozer's colleagues at McLean Asset Management Corporation include Tara Daniels, Briana Corbin, Brian Bass, Msfs, Cfp®, Ricp®, Aep®, Clu®, Amber Hodges, and Lorraine Malo.

How can I contact Stephen Dozer?

You can use AeroLeads to view verified contact signals for Stephen Dozer at McLean Asset Management Corporation, including work email, phone, and LinkedIn data when available.

What schools did Stephen Dozer attend?

Stephen Dozer holds Master Of Business Administration - Mba, Finance, General, 3.59 from American Public University System.

What skills is Stephen Dozer known for?

Stephen Dozer is listed with skills including Financial Analysis, Analysis, Mutual Funds, Investments, Portfolio Management, Training, Asset Management, and Team Leadership.

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