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Cfp Stefan Thielen
Cfp Stefan Thielen
SVP, Business Development | Vestmark
Boston, Massachusetts, United States
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.
Cfp Stefan Thielen
Work Experience
SVP, Business Development at
Vestmark
January 2020 - Present
Director, Business Development at
FinMason
May 2018 - January 2020
Director, Business Development at
Schechter
June 2016 - January 2020
Senior Consultant at
Stealth Distribution Consulting
October 2015 - June 2016
VP, Global Relationship Manager at
Eaton Vance
February 2004 - August 2015
VP, Regional Director - Rocky Mountains at
Eaton Vance
June 1998 - February 2004
Internal Wholesaler - Regional Representative at
Eaton Vance
December 1995 - July 1998
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
********@vestmark.com
********@eatonvance.com
********@schechterwealth.com
Colleagues
Chief People Officer
VP, Finance
Vice President, Client Delivery
VP, Business Development
SVP, Head of Advisory Solutions
President
SVP Business Development
President & COO
VP, Software Engineering
Vice President