Junior Portfolio Analyst
Current
Apr 2022 - Present
AeroLeads people directory · profile
Stephen Thorsen Email & Phone Number
Junior Portfolio Analyst at Bogart Wealth
at
Bogart Wealth
1 work email found
@bogartwealth.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Junior Portfolio Analyst at Bogart Wealth
Location
Great Falls, Virginia, United States
Company size
Who is Stephen Thorsen? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Stephen Thorsen is listed as Junior Portfolio Analyst at Bogart Wealth at Bogart Wealth, a with 16 employees, based in Great Falls, Virginia, United States. AeroLeads shows a work email signal at bogartwealth.com and a matched LinkedIn profile for Stephen Thorsen.
Stephen Thorsen previously worked as Junior Portfolio Analyst at Bogart Wealth and Operations Analyst at Bogart Wealth. Stephen Thorsen holds Bachelor Of Business Administration - Bba, Finance, General from James Madison University.
Company email context
Email format at Bogart Wealth
This section adds company-level context without repeating Stephen Thorsen's masked contact details.
{first_initial}{last}@bogartwealth.com
89% confidence
AeroLeads found 1 current-domain work email signal for Stephen Thorsen. Compare company email patterns before reaching out.
Profile bio
About Stephen Thorsen
Stephen Thorsen is a Junior Portfolio Analyst at Bogart Wealth at Bogart Wealth. He possess expertise in microsoft office, microsoft word, microsoft excel, english, microsoft powerpoint.
Listed skills include Microsoft Office, Microsoft Word, Microsoft Excel, English, and 1 others.
Current workplace
Stephen Thorsen's current company
Company context helps verify the profile and gives searchers a useful next step.
Bogart Wealth
5 roles
Stephen Thorsen work experience
A career timeline built from the work history available for this profile.
Operations Analyst
Mar 2021 - Apr 2022
Analyst
Bike Cetner Ltd
- Projected monthly income and expenses for 2020-2021 to determine monthly cash flow and budget.- Sold a range of Giant Bicycles and bicycle accessories as well as provided bicycle service.- Managed inventory levels and restocked inventory as needed.- Entered sales and service work through Lightspeed POS.- Performed minor bike repairs.
Apr 2020 - Aug 2020
E-Commerce Intern
- Processed incoming payables and receivables in QuickBooks.- Categorized and verified transactions in QuickBooks.- Indexed and categorized corporate documents.- Updated the eCommerce website with relevant information about current and incoming products through Lightspeed POS.- Organized documents in a cloud-based system using Laserfiche.
Jan 2017 - Aug 2019
Assistant Manager
Community Pool Services
- Maintained the safety and cleanliness of the pool, as well as perform daily maintenance on the pool.- Assisted in managing a staff of 4-5 lifeguards, responsible for running the day-to-day operations of the pool.- Underwent Red Cross Certified Lifeguard and CPR Training.
May 2017 - Aug 2017
Team & coworkers
Colleagues at Bogart Wealth
Other employees you can reach at bogartwealth.com. View company contacts for 16 employees →
ST
Sandra Terronez, Cfp®
Colleague at Bogart WealthVienna, Virginia, United States
View →
MV
Morgan Veth, Cfp ®
Colleague at Bogart WealthWashington Dc-Baltimore Area, United States
View →
FT
Fred Tagbor
Colleague at Bogart WealthAccra, Greater Accra Region, Ghana
View →
LD
Leah Dwyer, Cfp®
Colleague at Bogart WealthGreater Houston, United States
View →
TK
Thomas Kellogg
Colleague at Bogart WealthWilliamsburg, Virginia, United States
View →
SK
Suzanne Kellogg, Iaccp®
Colleague at Bogart WealthAlexandria, Virginia, United States
View →
AJ
Adam James Platt
Colleague at Bogart WealthGaithersburg, Maryland, United States
View →
SB
Shesh Batni
Colleague at Bogart WealthWashington Dc-Baltimore Area, United States
View →
AA
Asima Aleem
Colleague at Bogart WealthGreater Houston, United States
View →
BB
Brian Bogart
Colleague at Bogart WealthVienna, Virginia, United States
View →
Sandra Terronez, Cfp®
Colleague at Bogart WealthVienna, Virginia, United States
View →
MV
Morgan Veth, Cfp ®
Colleague at Bogart WealthWashington Dc-Baltimore Area, United States
View →
FT
Fred Tagbor
Colleague at Bogart WealthAccra, Greater Accra Region, Ghana
View →
LD
Leah Dwyer, Cfp®
Colleague at Bogart WealthGreater Houston, United States
View →
TK
Thomas Kellogg
Colleague at Bogart WealthWilliamsburg, Virginia, United States
View →
SK
Suzanne Kellogg, Iaccp®
Colleague at Bogart WealthAlexandria, Virginia, United States
View →
AJ
Adam James Platt
Colleague at Bogart WealthGaithersburg, Maryland, United States
View →
SB
Shesh Batni
Colleague at Bogart WealthWashington Dc-Baltimore Area, United States
View →
AA
Asima Aleem
Colleague at Bogart WealthGreater Houston, United States
View →
BB
Brian Bogart
Colleague at Bogart WealthVienna, Virginia, United States
View →
2 education records
Stephen Thorsen education
Bachelor Of Business Administration - Bba, Finance, General
Business/Commerce, General
FAQ
Frequently asked questions about Stephen Thorsen
Quick answers generated from the profile data available on this page.
What company does Stephen Thorsen work for?
Stephen Thorsen works for Bogart Wealth.
What is Stephen Thorsen's role at Bogart Wealth?
Stephen Thorsen is listed as Junior Portfolio Analyst at Bogart Wealth at Bogart Wealth.
What is Stephen Thorsen's email address?
AeroLeads has found 1 work email signal at @bogartwealth.com for Stephen Thorsen at Bogart Wealth.
Where is Stephen Thorsen based?
Stephen Thorsen is based in Great Falls, Virginia, United States while working with Bogart Wealth.
What companies has Stephen Thorsen worked for?
Stephen Thorsen has worked for Bogart Wealth, Bike Cetner Ltd, Lattice Group, and Community Pool Services.
Who are Stephen Thorsen's colleagues at Bogart Wealth?
Stephen Thorsen's colleagues at Bogart Wealth include Sandra Terronez, Cfp®, Morgan Veth, Cfp ®, Fred Tagbor, Leah Dwyer, Cfp®, and Thomas Kellogg.
How can I contact Stephen Thorsen?
You can use AeroLeads to view verified contact signals for Stephen Thorsen at Bogart Wealth, including work email, phone, and LinkedIn data when available.
What schools did Stephen Thorsen attend?
Stephen Thorsen holds Bachelor Of Business Administration - Bba, Finance, General from James Madison University.
What skills is Stephen Thorsen known for?
Stephen Thorsen is listed with skills including Microsoft Office, Microsoft Word, Microsoft Excel, English, and Microsoft Powerpoint.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Stephen Thorsen you were looking for.
View similar profiles
