Stephen Spear work email
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30+ years of industry experience in a leadership role engaging industry professionals, generating long-term relationships, and most importantly, client satisfaction. Background of consulting on qualified plan design issues on existing clients as well as during the business development process. Identify objectives and challenges in order to strategically address them and work toward a solution. Negotiate contracts, service level agreements and competitive pricing along with value added services.Specialties: ERISA, qualified retirement plans, business development, client relationship management.
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RetiredRetiredExcelsior Springs, Mo, Us -
Senior Client Retirement ConsultantArthur J. Gallagher & Co. Oct 2017 - Present2345 Grand Avenue, Suite 400 Kansas City, Missouri 64108 -
Senior Vice President/Regional SalesPension Consultants, Inc Apr 2015 - Dec 2016MidwestEmpowering others with knowledge to help them retire when they want and how they want. Pension Consultants, Inc. is registered with U.S. Securities and Exchange Commission as an investment adviser. -
Vice President/Regional Sales DirectorBmo Retirement Services May 2008 - Apr 2015Institutional Trust Sales -
Vice President/Relationship ManagerJpmorgan Chase Oct 1997 - Feb 2008 -
Retirement Plan ServicesJpmorgan 1998 - 2008 -
Vice President/Reltionship ManagerJpmorgan Retirement Plan Services Llc 1997 - 2008
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Vice President, Relationship ManagerAmerican Century Investments Oct 1997 - Jun 2003 -
Vice President/ManagerUmb Bank Oct 1994 - Oct 1997 -
Vice President, Trust OfficerCommerce Bank Of Kansas City Jun 1986 - Oct 1994
Stephen Spear Skills
Stephen Spear Education Details
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Business
Frequently Asked Questions about Stephen Spear
What company does Stephen Spear work for?
Stephen Spear works for Retired
What is Stephen Spear's role at the current company?
Stephen Spear's current role is Retired.
What is Stephen Spear's email address?
Stephen Spear's email address is st****@****ive.com
What is Stephen Spear's direct phone number?
Stephen Spear's direct phone number is (417) 889*****
What schools did Stephen Spear attend?
Stephen Spear attended William Jewell College.
What are some of Stephen Spear's interests?
Stephen Spear has interest in Social Services.
What skills is Stephen Spear known for?
Stephen Spear has skills like 401k, Mutual Funds, Retirement Planning, Investments, Pensions, Financial Services, Retirement, Erisa, Asset Allocation, Crm, Qualified Retirement Plans, Series 7.
Who are Stephen Spear's colleagues?
Stephen Spear's colleagues are Richard J. Voorhies, Paul Orcutt, Martyn Griggs, John Lowe, David White, James Biddlecome, Bob Manson.
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Stephen Spear
Arlington Heights, Il1yahoo.com2 +184767XXXXX
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5gmail.com, gmail.com, andrew.cmu, cmu.edu, andrew.cmu.edu
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Stephen Spear
An Experienced It Engineer Supporting Server Hardware, Ad, Infrastructure, Monitoring. Primarily Have Built 600+ Vms Across 7 Vcenters. Primary Connected To Dell Enterprise San.Alpharetta, Ga -
Stephen Spear
Jonesborough, Tn6uievolution.com, openpeak.com, xevo.com, netzero.com, aol.com, aol.com1 +156140XXXXX
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