Portfolio Manager
Current
Yeggs Investments
Manage Equity Investments for InvestorsLocations include: Philadelphia, PA; Dallas, TX; Charlotte, NC; Nashville, TN
Mar 2022 - Present
AeroLeads people directory · profile
Stephen (Steve) Yeager Email & Phone Number
Portfolio Manager
at
Yeggs Investments
2 work emails found
@wellsfargo.com
2 phones found area 571 and 855
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 86%
Current company
Yeggs Investments
Role
Portfolio Manager
Location
Franklin, Tennessee, United States
Who is Stephen (Steve) Yeager? Overview
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Quick answer
Stephen (Steve) Yeager is listed as Portfolio Manager at Yeggs Investments, based in Franklin, Tennessee, United States. AeroLeads shows a work email signal at wellsfargo.com, phone signal with area code 571, 855, and a matched LinkedIn profile for Stephen (Steve) Yeager.
Stephen (Steve) Yeager previously worked as Finance Consultant at Wells Fargo and Manager at Bank Of America. Stephen (Steve) Yeager holds Masters Of Business Administration (Mba), Finance from St. Joseph'S University.
Company email context
Email format at Yeggs Investments
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{first_initial}{last}@wellsfargo.com
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AeroLeads found 2 current-domain work email signals for Stephen (Steve) Yeager. Compare company email patterns before reaching out.
Profile bio
About Stephen (Steve) Yeager
Currently manage equity investments for investors.A Finance Professional with extensive experience and proven success in Management Accounting processes for multiple organizations and managing Funds Transfer Pricing (FTP) relationships across multiple business segments.I am known for my ability to develop strong relationships with business and Finance partners and produce results quickly and accurately.My strengths include a broad knowledge of consumer / commercial banking products, detail oriented yet focused on the big picture and excels in high-pressure environments.I have demonstrated proven skills in improving efficiency, increasing accuracy and proactively identifying issues and resolving them independently. Key Competencies: Financial Analysis, Funds Transfer Pricing, Management Accounting, Forecasting, Budgeting.
Current workplace
Stephen (Steve) Yeager's current company
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Yeggs Investments
7 roles · 42 years
Stephen (Steve) Yeager work experience
A career timeline built from the work history available for this profile.
Finance Consultant
Assist with the validation of results for both the closing of the monthly management reporting books and the conversion to a new FTP processing system (EFTP).- Led the EFTP test case development and sign off prior to "go live".- Documented procedures for various configuration screens which allows the business team to independently create new products/yield.
Oct 2018 - Mar 2022
Manager
Process Management and Control Lead, Funds Transfer Pricing – 2017 to 2018Responsible for the development and monitoring of critical process controls and data validation activities for the monthly production cycle- Remediated three Self-Identified Audit Issues related to the rates assigned to loans, the treatment of inter-company balances and the monthly.
2005 - 2018
~13 yrs
Senior Financial Analyst
Senior Finance Analyst, GCIB Risk Management Finance – 2003 to 2005Provided Finance support for Global Portfolio Management and Asia/Latin America Risk Management.- Created spreadsheet models to improve the efficiency and accuracy of the forecast update process and plan change process.- Improved the Net Interest Income estimate methodology to provide.
1999 - 2005
~6 yrs
Senior Financial Analyst
Responsible for the preparation and review of the monthly management report, monthly operating forecasts, annual budget and pricing pro formas.- Created five-year business plans for proposed new loan products.- Constructed database files to capture actual and budgeted financial statement information and designed reports to use these files to present MTD.
1992 - 1999
~7 yrs
Financial Analyst
Atlantic Financial
1987 - 1990
~3 yrs
Staff Accountant
Corestates Financial Corp.
1984 - 1987
~3 yrs
2 education records
Stephen (Steve) Yeager education
Masters Of Business Administration (Mba), Finance
Bachelor Of Science (Bs), Accounting
FAQ
Frequently asked questions about Stephen (Steve) Yeager
Quick answers generated from the profile data available on this page.
What company does Stephen (Steve) Yeager work for?
Stephen (Steve) Yeager works for Yeggs Investments.
What is Stephen (Steve) Yeager's role at Yeggs Investments?
Stephen (Steve) Yeager is listed as Portfolio Manager at Yeggs Investments.
What is Stephen (Steve) Yeager's email address?
AeroLeads has found 2 work email signals at @wellsfargo.com for Stephen (Steve) Yeager at Yeggs Investments.
What is Stephen (Steve) Yeager's phone number?
AeroLeads has found 2 phone signal(s) with area code 571, 855 for Stephen (Steve) Yeager at Yeggs Investments.
Where is Stephen (Steve) Yeager based?
Stephen (Steve) Yeager is based in Franklin, Tennessee, United States while working with Yeggs Investments.
What companies has Stephen (Steve) Yeager worked for?
Stephen (Steve) Yeager has worked for Yeggs Investments, Wells Fargo, Bank Of America, Nationscredit Home Equity Svcs, and Atlantic Financial.
How can I contact Stephen (Steve) Yeager?
You can use AeroLeads to view verified contact signals for Stephen (Steve) Yeager at Yeggs Investments, including work email, phone, and LinkedIn data when available.
What schools did Stephen (Steve) Yeager attend?
Stephen (Steve) Yeager holds Masters Of Business Administration (Mba), Finance from St. Joseph'S University.
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