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Stephen Woodis Email & Phone Number

Sr. Product Manager, iVest+ at iVest Plus
Location: American Fork, Utah, United States 10 work roles 4 schools
1 work email found @msn.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

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Current company
Role
Sr. Product Manager, iVest+
Location
American Fork, Utah, United States

Who is Stephen Woodis? Overview

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Quick answer

Stephen Woodis is listed as Sr. Product Manager, iVest+ at iVest Plus, based in American Fork, Utah, United States. AeroLeads shows a work email signal at msn.com and a matched LinkedIn profile for Stephen Woodis.

Stephen Woodis previously worked as Product Manager, Financial Services at Response Marketing Group and Financial Trainer at Professional Marketing International. Stephen Woodis holds Master Of Business Administration - Mba, Business from Western Governors University.

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*@msn.com
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Profile bio

About Stephen Woodis

At iVest Plus, my role as Senior Product Manager revolves around pioneering product roadmaps and orchestrating cross-functional teams to deliver cutting-edge financial platforms. My tenure with the organization has enabled me to lead projects that have significantly enhanced operational efficiency, such as the integration of Single Sign-On authentication and the launch of new training courses.With a focus on strategic innovation, our team successfully introduced cryptocurrency trading to our platform, partnering with IntoTheBlock to integrate European crypto data services. This initiative not only expanded our product offerings but also reinforced our position at the forefront of financial technology services.

Listed skills include Public Speaking, Marketing, Sales, Customer Service, and 29 others.

Current workplace

Stephen Woodis's current company

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iVest Plus
Ivest Plus
Sr. Product Manager, iVest+
AeroLeads page
10 roles · 25 years

Stephen Woodis work experience

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

Sr. Product Manager, Ivest+

Current

Emeryville, Ca, Us

Jan 2021 - Present

Product Manager, Financial Services

Lindon, Utah, Us

Ü Create product roadmap from the ground up to implement Systems to over 45,000 clients. This served the company by saving over 1,000 manhours. Allowed company site to be set up with Single Sign On authentication. Provide ability to launch training courses and launch third-party software. Ü Account Owner of Corporate LMSÜ Directed and implemented building of content from the ground up. Ü Ensure that all projects (between 4 – 11 at once) are delivered on-time, within scope and within budget by meeting daily or weekly with departments These projects comprised of 80 percent department related and 20 percent company related.Ü Coordinate digital teams – UX, Graphic Design and Web Development Teams to provide consistent look and feel on LMS project. Blended with main corporate site for positive user experience. Ü Successfully communicated road map to Executive board. Saved $49K the first year and 90K the next year.Ü Manage complete process of product life cycle for updating company LMS. Provided detailed explanation of loss of ability to measure student activity and provide data to enable additional sales of $10K. Did research of main candidates to replace LMS (6). Conducted interviews with LMS candidates to narrow down to final two. Participated in negotiations that provided a signed contract that updated the current LMS and saved the company $40K. Created roadmap for integration of new LMS. Worked with engineering and UX to provide look and feel consistent with main web site. Trained departments on use of new LMS. Supervised rollout to customers within six months of signed contract.

Nov 2017 - Jan 2021

Financial Trainer

Professional Marketing International

Individual training of customers in a one-on-one setting Curriculum DeveloperEdit training courses for company-wide training program.

Apr 2014 - Nov 2017

Product Manager Educational Services

Open Doors Group

Senior Project Manager for Leadership Training Course for Junior Colleges and Universities.

Jul 2013 - Apr 2014

Investment Coach/Trainer

Omaha, Ne, Us

I gained additional experience as an instructor for TD Ameritrade’s educational division of high-level investment strategies. Here I averaged per year over 200 group webinars, 3,000 teaching sessions, and instructing a large workshop.In addition to honed teaching skills, I helped develop and edit other educational content including written coursework

Dec 2002 - Apr 2012

Investment Coach

Investools/Tdameritrade

Individual training of customers in a one-on-one setting (over 3,000 in 2011)Conducted training classes over the internet nationwide (over 150 in 2011)Taught four classes a week online for Stock Investing, Options Investing, and Automated InvestingAchieved highest level of certification for coachesTaught classes on Advanced Option strategiesTaught classes on Forex Curriculum DeveloperEdited training courses for company-wide training program.Development team for Automated Investing curriculum (2012

Dec 2002 - Apr 2012

Financial Coach

Investools

Individual training of customers in a one-on-one setting (over 3,000 in 2011)Conducted training classes over the internet nationwide (over 150 in 2011)Taught four classes a week online for Stock Investing, Options Investing, and Automated InvestingAchieved highest level of certification for coachesTaught classes on Advanced Option strategiesTaught classes on ForexCurriculum DeveloperEdited training courses for company-wide training program.

2002 - 2012 ~10 yrs

Project Manager

Nextpage

Organized projects according to created timelinesWorked closely with customer contacts to meet deadlinesGathered resources from other teams to meet project deadlinesShipped project components to third-party for completionConducted team reviews for each project completed Solutions DeveloperDeveloped solutions for customers using C++, Perl, Tawk, Javascript, HTMLTraveled to customer locations for solution installation and training of employeesConducted training on core software components, both internally and externally

Jun 1989 - Oct 2002

Consultant/Trainer

Nextpage

I then moved on to doing consulting for an Inc 500 company and traveled across the US and to Europe doing training and coaching. I worked mostly in one-to-many settings helping clients understand the systems developed for them.

Jun 1984 - Oct 2002

Technical Trainer

Nextpage Corporation

Individual training of customersConducted training classes world wide.Edited training courses for company wide training program.

Oct 1984 - Oct 2002
4 education records

Stephen Woodis education

Master Of Business Administration - Mba, Business

Western Governors University

Web Page, Digital/Multimedia And Information Resources Design

Devmountain

Bachelor Of Arts (Ba), English

Brigham Young University

Minor, Computer Science

Brigham Young University
FAQ

Frequently asked questions about Stephen Woodis

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

What company does Stephen Woodis work for?

Stephen Woodis works for iVest Plus.

What is Stephen Woodis's role at iVest Plus?

Stephen Woodis is listed as Sr. Product Manager, iVest+ at iVest Plus.

What is Stephen Woodis's email address?

AeroLeads has found 1 work email signal at @msn.com for Stephen Woodis at iVest Plus.

Where is Stephen Woodis based?

Stephen Woodis is based in American Fork, Utah, United States while working with iVest Plus.

What companies has Stephen Woodis worked for?

Stephen Woodis has worked for Ivest Plus, Response Marketing Group, Professional Marketing International, Open Doors Group, and Td Ameritrade.

How can I contact Stephen Woodis?

You can use AeroLeads to view verified contact signals for Stephen Woodis at iVest Plus, including work email, phone, and LinkedIn data when available.

What schools did Stephen Woodis attend?

Stephen Woodis holds Master Of Business Administration - Mba, Business from Western Governors University.

What skills is Stephen Woodis known for?

Stephen Woodis is listed with skills including Public Speaking, Marketing, Sales, Customer Service, Public Relations, Coaching, Training, and Editing.

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