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Cfp Stefan Thielen

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Cfp Stefan Thielen

SVP, Business Development | Vestmark

Boston, Massachusetts, United States

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Cfp Stefan Thielen

Summary

Stefan Thielen is a seasoned financial services executive with over 25 years of experience in enhancing the advisor-client relationship. He has a robust background in solution sales and has worked with top-tier wealth management platforms to modernize global wealth technology. His expertise spans a wide array of financial products and strategies, including alternative investments and estate planning. Stefan is passionate about leveraging technology to improve efficiency in the wealth management sector. He has held significant roles in reputable firms such as Vestmark and Eaton Vance, where he excelled in business development and client relationship management. With a master's degree in finance and a bachelor's in marketing, he combines analytical skills with strategic insight. Stefan is dedicated to driving innovation in wealth management and is recognized for his consultative approach to sales.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Emerging Technologies

Leadership Development

Innovation

Organisational experience

Corporate Experience

Cfp Stefan Thielen

Work Experience

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SVP, Business Development at

Vestmark

January 2020 - Present

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Director, Business Development at

FinMason

May 2018 - January 2020

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Director, Business Development at

Schechter

June 2016 - January 2020

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Senior Consultant at

Stealth Distribution Consulting

October 2015 - June 2016

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VP, Global Relationship Manager at

Eaton Vance

February 2004 - August 2015

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VP, Regional Director - Rocky Mountains at

Eaton Vance

June 1998 - February 2004

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Internal Wholesaler - Regional Representative at

Eaton Vance

December 1995 - July 1998

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Cfp Stefan Thielen

Education

Northeastern University, Degree: Msf - Masters Of Science In Finance

Frequently Asked Questions about Cfp Stefan Thielen

What is Cfp Stefan Thielen email address?

Cfp Stefan Thielen's primary email address is ********@vestmark.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Cfp Stefan Thielen work for?

Cfp Stefan Thielen is a SVP, Business Development at Vestmark, a company specializing in Prepackaged software.

Where Cfp Stefan Thielen graduated from?

Cfp Stefan Thielen holds a degree in Finance And Financial Management Services from Northeastern University.

How can I directly contact Cfp Stefan Thielen?

To contact Cfp Stefan Thielen directly, you can use the email address ********@vestmark.com. Complete contact information is available upon registration with Muraena.

Who is Cfp Stefan Thielen?

Stefan Thielen is a seasoned financial services executive with over 25 years of experience in enhancing the advisor-client relationship. He has a robust background in solution sales and has worked with top-tier wealth management platforms to modernize global wealth technology. His expertise spans a wide array of financial products and strategies, including alternative investments and estate planning. Stefan is passionate about leveraging technology to improve efficiency in the wealth management sector. He has held significant roles in reputable firms such as Vestmark and Eaton Vance, where he excelled in business development and client relationship management. With a master's degree in finance and a bachelor's in marketing, he combines analytical skills with strategic insight. Stefan is dedicated to driving innovation in wealth management and is recognized for his consultative approach to sales.

Cfp`s contact details

mail

********@vestmark.com

********@eatonvance.com

********@schechterwealth.com

Colleagues

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Nick Thurlow

Chief People Officer

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Ryan English

VP, Finance

Aoife Sullivan

Vice President, Client Delivery

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Gregory Doyle

VP, Business Development

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Robert Battista Cfa

SVP, Head of Advisory Solutions

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Robert Fisher

President

Ron Rawdon

SVP Business Development

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Michael Blundin

President & COO

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Mike Dunphy

VP, Software Engineering

Sennet Rubin

Vice President

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