Stephen Koons Email & Phone Number

Bala-Cynwyd, Pennsylvania, United States

Exton, Pennsylvania, United States

• Conducted comprehensive portfolio reviews and provided personalized investment recommendations, ensuring alignment with clients’ risk tolerance and financial objectives.• Developed and executed personalized financial plans by listening to client needs, analyzing their financial situation, and tailoring solutions to meet short-term and long-term goals.

Exton, Pennsylvania, United States

• Successfully completed licensing exams required for the role, demonstrating a commitment to professional development and regulatory compliance.• Managed and updated CRM systems to track client interactions, streamline communication, and improve sales processes.

Malvern, Pennsylvania, United States

Select Accomplishments:• Managed asset transfers between decedents and beneficiaries, ensuring precise execution and adherence to legal and regulatory requirements.• Handled 20 client calls/day, providing clear, empathetic support to clients dealing with ownership changes due to a death.• Ensured compliance by verifying and processing documentation related to ownership changes, maintaining stringentcompliance with industry standards and regulatory guidelines.• Resolved issues by addressing and resolving discrepancies and challenges in the transfer process, collaborating withinternal teams to ensure prompt and effective resolutions.• Contributed to process optimization by identifying areas for improvement and implementing best practices to enhance operational efficiency and client satisfaction.

Orlando, Florida, United States

Phoenixville, Pennsylvania, United States

Select Accomplishments:• Optimized margins for over 4 million gallons of propane and heating oil by analyzing daily inflow and outflow, ensuring effective gross margin management and cost control.• Oversaw dispatch operations of 8 propane daily trucks, including forecasting deliveries, expediting emergency shipments, and scheduling routes for drivers to ensure timely service.• Led software implementation of tank monitoring software for 1,600 customers, ensuring efficient installation and providing follow-up support to enhance application usage.• Managed customer routes for 3,000 propane and heating customers, optimizing delivery schedules and ensuring customer satisfaction

Madrid, Madrid, Spain

Reached a higher level of Spanish competency

Bachelor Of Business Administration - Bba, Business Administration And Management, General

Education record