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Stephen D'Alessandro Email & Phone Number
Vice President, Manager of KIS Service and Investment Center
at
Key Investment Services
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✓ Verified Jun 2026
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Current company
Role
Vice President, Manager of KIS Service and Investment Center
Location
Greater Cleveland, United States, United States
Company size
Who is Stephen D'Alessandro? Overview
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Quick answer
Stephen D'Alessandro is listed as Vice President, Manager of KIS Service and Investment Center at Key Investment Services, a company with 176 employees, based in Greater Cleveland, United States, United States. AeroLeads shows a matched LinkedIn profile for Stephen D'Alessandro.
Stephen D'Alessandro previously worked as Vice President, Manager of KIS Service & Investment Center at Key Investment Services and Vice President – Section Sales Manager at Pnc. Stephen D'Alessandro holds Bachelor Of Arts, Criminology; Minor: Sociology from The Ohio State University.
Company email context
Email format at Key Investment Services
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Key Investment Services
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Profile bio
About Stephen D'Alessandro
Sales Manager with more than 15 years of experience in virtual and onsite investment sales leadership, consultative sales, and business development. Results-oriented leader focusing on providing clients with exceptional financial planning and customer service experiences in order to drive brand loyalty and future business.
Listed skills include Team Building, Wealth Management, Strategic Planning, Risk Management, and 15 others.
Current workplace
Stephen D'Alessandro's current company
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Key Investment Services
Employees
176
AeroLeads page
8 roles · 23 years
Stephen D'Alessandro work experience
A career timeline built from the work history available for this profile.
Vice President, Manager Of Kis Service & Investment Center
CurrentLeader of Key Investment Services’ centralized sales and client service teamsCreated the Investment Center Consultant role - responsible for design and implementation of strategy for channel of “virtual” financial advisors, a first for Key Investment Services and KeyBankCollaborated with Key Investment Services and KeyBank leadership, operations, and.
Oct 2018 - Present
Vice President – Section Sales Manager
Registered principal for team of 20+ phone-based financial advisors delivering investment advice and guidance in order to grow AUM and householdsHire, mentor, and coach individual advisors on business development, pipeline management, and consultative sales skills and strategies, with a focus on overall quality of the customer service experience and.
2012 - Oct 2018
Financial Advisor - Investment Services Advisor (Pnc Investment Center)
Provided financial advice and guidance to customers in an exclusively phone-based environment; delivering a holistic investment and financial planning experience in order to enable customers to achieve financial well-beingPartnered with retail bank branch management and sales staff to deliver investment advice to customers of PNC Bank
2011 - 2012
~1 yr
Branch Financial Advisor - Pnc Investments
Served as a Branch-based Financial Advisor, managing a three branch circuit.Specialized in creating personalized investment strategies for customers to ensure investment and financial goals were attained.Trained branch management and staff how to correctly identify new investment opportunities through detailed needs-based conversations.
2009 - 2011
~2 yrs
Licensed Financial Consultant/Sr. Licensed Financial Consultant
Developed comprehensive investment and banking strategies for customers using insurance and investment planning coupled with banking and lending productsPromoted in 2009 to Branch Financial Advisor with production in top 2% in firmAchieved 2008 National City Sales Champion, promoted to Sr. Licensed Financial Consultant
2005 - 2009
~4 yrs
Financial Advisor
Created personal financial plans for customers using investment and insurance strategiesProspected for, developed, and grew customer relationships in order to increase revenue from book for business and grow overall number of customer households
2004 - 2005
~1 yr
Recruiting Specialist
Managed the full cycle recruitment process, developing and maintaining a recruiting pipeline of potential candidate for future opportunities.
2003 - 2004
~1 yr
1 education record
Stephen D'Alessandro education
FAQ
Frequently asked questions about Stephen D'Alessandro
Quick answers generated from the profile data available on this page.
What company does Stephen D'Alessandro work for?
Stephen D'Alessandro works for Key Investment Services.
What is Stephen D'Alessandro's role at Key Investment Services?
Stephen D'Alessandro is listed as Vice President, Manager of KIS Service and Investment Center at Key Investment Services.
Where is Stephen D'Alessandro based?
Stephen D'Alessandro is based in Greater Cleveland, United States, United States while working with Key Investment Services.
What companies has Stephen D'Alessandro worked for?
Stephen D'Alessandro has worked for Key Investment Services, Pnc, and Thrivent Financial.
How can I contact Stephen D'Alessandro?
You can use AeroLeads to view verified contact signals for Stephen D'Alessandro at Key Investment Services, including work email, phone, and LinkedIn data when available.
What schools did Stephen D'Alessandro attend?
Stephen D'Alessandro holds Bachelor Of Arts, Criminology; Minor: Sociology from The Ohio State University.
What skills is Stephen D'Alessandro known for?
Stephen D'Alessandro is listed with skills including Team Building, Wealth Management, Strategic Planning, Risk Management, Relationship Management, Banking, Investments, and Coaching.
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