Stephen Haltiner
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Stephen Haltiner Email & Phone Number

Client Learning Associate at Fisher Investments
Location: Vancouver, Washington, United States 6 work roles 1 school
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✓ Verified Jul 2026 3 data sources Profile completeness 86%

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Current company
Fisher Investments
Role
Client Learning Associate
Location
Vancouver, Washington, United States
Company size
2996 employees

Who is Stephen Haltiner? Overview

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Quick answer

Stephen Haltiner is listed as Client Learning Associate at Fisher Investments, a with 2996 employees, based in Vancouver, Washington, United States. AeroLeads shows a matched LinkedIn profile for Stephen Haltiner.

Stephen Haltiner previously worked as Data Reporting Associate at Cat Rescue & Adoption Network and Receptionist (Seasonal) at H&R Block. Stephen Haltiner holds Bachelor Of Science - Bs, Economics And Advertising from University Of Oregon.

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Email format at Fisher Investments

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Fisher Investments

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Profile bio

About Stephen Haltiner

Stephen Haltiner is a Client Learning Associate at Fisher Investments.

Current workplace

Stephen Haltiner's current company

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Fisher Investments
Fisher Investments
Client Learning Associate
camas, washington, united states
Website
fisherinvestments.com
Employees
2996
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6 roles

Stephen Haltiner work experience

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

Client Learning Associate

Current
Fisher Investments

Camas, Washington, United States

Jan 2022 - Present

Data Reporting Associate

Cat Rescue & Adoption Network

Springfield, Oregon, United States

Developed a weekly Excel report visualizing pending tasks for veterinary staff, which improved medical task completion rate by 52%.Identified 362 patients needing additional care by using SQL to analyze records in the veterinary database.Automated routine analysis using Excel macros, saving 5 hours per week.

Apr 2021 - Jan 2022

Receptionist (Seasonal)

H&R Block

Eugene, Oregon, United States

Scheduled 210 appointments by phone, email, and in person, amounting to $33,000 in revenue.

Jan 2021 - Apr 2021

Media Planner

Allen Hall Advertising

Eugene, Oregon Area

Maintained ad budget and performance reports in Excel in order to create data-driven recommendations for adjusting ad spend.Analyzed clientʼs sales data in Excel to determine target customer demographics for a marketing plan, resulting in a 67% revenue increase.

Sep 2018 - Jun 2020

Undergraduate Researcher

University Of Oregon

Eugene, Oregon, United States

Used statistical modeling to predict which students will graduate or drop out, creating 100% cost savings from one vendor to the university.Consolidated 4 million student records from multiple databases using R and Excel.

Jan 2019 - Oct 2019
Team & coworkers

Colleagues at Fisher Investments

Other employees you can reach at fisherinvestments.com. View company contacts for 2996 employees →

MP Maddie Pudas Maddie Pudas Colleague at Fisher InvestmentsTampa, Florida, United States View → JH Josie Hoychick Josie Hoychick Colleague at Fisher InvestmentsDallas, Texas, United States View → CB Catherine Bueschen Catherine Bueschen Colleague at Fisher InvestmentsAlbany, Georgia, United States View → SW Steven White, Cfp® Steven White, Cfp® Colleague at Fisher InvestmentsGreater Philadelphia, United States View → JH John Hulcher John Hulcher Colleague at Fisher InvestmentsCamas, Washington, United States View → TH Terri Hinds Terri Hinds Colleague at Fisher InvestmentsTampa, Florida, United States View → LJ Lindsey Jamerson Lindsey Jamerson Colleague at Fisher InvestmentsPortland, Oregon, United States View → DL David Lund David Lund Colleague at Fisher InvestmentsCalifornia, United States View → DC Drue Cicchetto Drue Cicchetto Colleague at Fisher InvestmentsSan Diego, California, United States View → OS Oscar Stjärnqvist Oscar Stjärnqvist Colleague at Fisher InvestmentsLuxembourg View →
1 education record

Stephen Haltiner education

FAQ

Frequently asked questions about Stephen Haltiner

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

What company does Stephen Haltiner work for?

Stephen Haltiner works for Fisher Investments.

What is Stephen Haltiner's role at Fisher Investments?

Stephen Haltiner is listed as Client Learning Associate at Fisher Investments.

Where is Stephen Haltiner based?

Stephen Haltiner is based in Vancouver, Washington, United States while working with Fisher Investments.

What companies has Stephen Haltiner worked for?

Stephen Haltiner has worked for Fisher Investments, Cat Rescue & Adoption Network, H&R Block, Allen Hall Advertising, and University Of Oregon.

Who are Stephen Haltiner's colleagues at Fisher Investments?

Stephen Haltiner's colleagues at Fisher Investments include Maddie Pudas, Josie Hoychick, Catherine Bueschen, Steven White, Cfp®, and John Hulcher.

How can I contact Stephen Haltiner?

You can use AeroLeads to view verified contact signals for Stephen Haltiner at Fisher Investments, including work email, phone, and LinkedIn data when available.

What schools did Stephen Haltiner attend?

Stephen Haltiner holds Bachelor Of Science - Bs, Economics And Advertising from University Of Oregon.

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