Stephen Jones Email & Phone Number

United States

Pinehurst, North Carolina, United States

Redwood City, California, United States

Accelerance is the premier global outsourcing advisor delivering top-tier software development resources along with professional consulting services. We have curated the world’s largest network of proven software development and systems integration providers by personally vetting and certifying the top 1% of firms across 40 countries.Our trusted advisors help clients develop and implement optimal software outsourcing solutions through better planning, better partner selection and better… Show more Accelerance is the premier global outsourcing advisor delivering top-tier software development resources along with professional consulting services. We have curated the world’s largest network of proven software development and systems integration providers by personally vetting and certifying the top 1% of firms across 40 countries.Our trusted advisors help clients develop and implement optimal software outsourcing solutions through better planning, better partner selection and better engagement management. Trust our proven approach to reduce outsourcing risk and costs, ultimately delivering desired business outcomes in a fraction of the time. Show less

Charlotte, North Carolina, United States

Startup wealth management practice acting as an Investment Advisor Representative and sole proprietor. Clients—included large corporations, small business owners (1 - 50 employees), doctors (s), and professional athletes.Started with $0 in Assets Under Management (AUM) in May of 2011, and grew to $10 Million in assets under management by FYE December 2013.Broke a single-month commission record by generating $59,000 in the 2nd Quarter of 2014, with $27,700 in Commissions in the… Show more Startup wealth management practice acting as an Investment Advisor Representative and sole proprietor. Clients—included large corporations, small business owners (1 - 50 employees), doctors (s), and professional athletes.Started with $0 in Assets Under Management (AUM) in May of 2011, and grew to $10 Million in assets under management by FYE December 2013.Broke a single-month commission record by generating $59,000 in the 2nd Quarter of 2014, with $27,700 in Commissions in the month of May alone.Achieved bonus and company recognition by maintaining a rolling 12-month commission level of “National Leader Corps", which exceeds contract requirements by two (2) production levels. Show less

Charlotte, North Carolina, United States

Recruited from Edward Jones to head a team of three FA's in a newly created producer group within the Financial Network that focused on the acquisition of new assets from business owners in the healthcare industry.Specifically focused on gaining new clients through the implementation of a prospecting campaign focused on Dentists and Orthodontists in the Charlotte area.Responsible for generating $4 Million in new assets under management over a twelve-month period. This exceeded… Show more Recruited from Edward Jones to head a team of three FA's in a newly created producer group within the Financial Network that focused on the acquisition of new assets from business owners in the healthcare industry.Specifically focused on gaining new clients through the implementation of a prospecting campaign focused on Dentists and Orthodontists in the Charlotte area.Responsible for generating $4 Million in new assets under management over a twelve-month period. This exceeded new assets under management requirements by $1 Million. Show less

Charlotte, North Carolina, United States

One of 3 applicants selected out of a pool of 50 to take part in a rigorous course of study in St. Louis, MO. Upon completion of the program resulted in a position as a Financial Advisor back in Charlotte, NC. Through a diligent process of door to door prospecting and phone calling, I was able to accumulate a total of 8 million dollars in assets under management.

Charlotte, North Carolina, United States

Led a team of analysts with a primary focus on the support of real estate investing across multiple product types across the US. This includes sourcing, underwriting, due diligence, acquisitions, asset management, construction and development oversight, financings and dispositions for the firm's real estate investments.

Charlotte, North Carolina, United States

Responsible for the site selection process, re-zoning strategy, and Pro-forma loan packaging process for a portfolio of 10 Class A self-storage facilities. The portfolio performance under my leadership averaged $350,000 in yearly Net Operating Income. At the time, the market capitalization rate of 6% gave the portfolio a value of approximately $58 Million dollars upon sale.

Bachelor Of Science - Bs, History

North Carolina State University is a public land-grant research university in Raleigh, North Carolina. Founded in 1887 and part.

Accounting And Business/Management

Activities and Societies: Sigma Alpha Epsilon Virginia Tech is a public land-grant research university with its main campus in Blacksburg.

High School Diploma

Providence Day School exists to inspire in its students a passion for learning, a commitment to personal integrity, and a sense of social.