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Stefan Thielen

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Stefan Thielen

Internal Wholesaler - Regional Representative | Vestmark

Massachusetts, Boston, United States

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Stefan Thielen

Summary

Stefan Thielen is a seasoned financial services executive with over 25 years of experience in transforming the advisor-client relationship. He has a proven track record in solution sales, focusing on enhancing efficiency within the wealth management sector. Currently serving as SVP of Business Development at Vestmark, Stefan is dedicated to modernizing wealth technology for leading financial platforms. His expertise spans across various domains including SaaS, trading, and compliance, enabling him to deliver high-value solutions. With a strong foundation in finance and business administration, he combines technical knowledge with exceptional leadership skills. Stefan's commitment to innovation and client success sets him apart in the competitive financial landscape. He is also recognized for his public speaking abilities, having won accolades in industry forums. His career journey reflects a blend of strategic vision and hands-on execution, making him a valuable asset in any organization.

General

Generalist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Emerging Technologies

Leadership Development

Innovation

Organisational experience

Corporate Experience

Consulting Experience

Stefan Thielen

Work Experience

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SVP, Business Development at

Vestmark

January 2020 - Present

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Stefan Thielen

Education

Bryant University, BS, Marketing; Business Administration

Northeastern University, Degree: MSF - Masters of Science in Finance, Finance and Financial Management Services

Frequently Asked Questions about Stefan Thielen

What is Stefan Thielen email address?

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

What company does Stefan Thielen work for?

Stefan Thielen is a Internal Wholesaler - Regional Representative at Vestmark.

Where Stefan Thielen graduated from?

Stefan Thielen holds a degree in LICENSES Series 7, 63, 65 from Bryant University.

How can I directly contact Stefan Thielen?

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

Who is Stefan Thielen?

Stefan Thielen is a seasoned financial services executive with over 25 years of experience in transforming the advisor-client relationship. He has a proven track record in solution sales, focusing on enhancing efficiency within the wealth management sector. Currently serving as SVP of Business Development at Vestmark, Stefan is dedicated to modernizing wealth technology for leading financial platforms. His expertise spans across various domains including SaaS, trading, and compliance, enabling him to deliver high-value solutions. With a strong foundation in finance and business administration, he combines technical knowledge with exceptional leadership skills. Stefan's commitment to innovation and client success sets him apart in the competitive financial landscape. He is also recognized for his public speaking abilities, having won accolades in industry forums. His career journey reflects a blend of strategic vision and hands-on execution, making him a valuable asset in any organization.

Stefan`s contact details

mail

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

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

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

Colleagues

Aoife Sullivan

Senior Integration Engineer

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Dennis Boudreau

Plan Operations Supervisor

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Conor W Daly

Associate

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Michael Blundin

President & COO

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Chris Lyons

Training Assistant

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Corey Fiedler

Executive Vice President, Head of Products

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Rowan Benjamin

Financial Analyst

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Jake Fletcher

Regional Sales Director

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Nick Thurlow

Compensation & Benefits Manager and Technical Recruiter

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