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Stephen Brooks
Stephen Brooks
Director of Advanced Planning | American Endowment Foundation
Fort Myers, Florida, United States
Stephen Brooks
Summary
Stephen Brooks is an accomplished financial advisor with a robust background in philanthropy and non-profit management. Currently serving as the Director of Advanced Planning at the American Endowment Foundation, he leverages his extensive experience in financial advisory, investments, and grants to support charitable initiatives. With a career spanning over two decades, Stephen has held various leadership roles, including Vice President at Fidelity Charitable and Senior Vice President at Fidelity Investments. His commitment to advancing philanthropic efforts is evident through his strategic planning and business development skills. Stephen holds an MBA from Colorado State University and a Bachelor's degree in Advertising from the University of Florida. He is passionate about enhancing the impact of non-profits through effective financial strategies and community engagement. Beyond his professional endeavors, Stephen enjoys exploring innovative approaches to philanthropy and is dedicated to mentoring emerging leaders in the sector.
Stephen Brooks
Work Experience
Director of Advanced Planning at
American Endowment Foundation
December 2023 - Present
Vice President Of Business Development at
American Endowment Foundation
June 2021 - Present
Sabbatical at
None
May 2020 - June 2021
Vice President, Western Divisional Manager at
Fidelity Charitable Gift Fund
August 2011 - May 2020
Senior Vice President at
Fidelity Investments
January 2006 - August 2011
Regional Director at
BlackRock, Inc.
January 2002 - August 2006
Vice President at
Wells Fargo & Company
January 2000 - January 2002
Advisory Manager at
Arthur Andersen
January 1999 - January 2000
Financial Consultant at
Merrill Lynch/Wfc/L. Inc.
January 1993 - January 1998
Stephen Brooks
Education
January 1986 - January 1990
Frequently Asked Questions about Stephen Brooks
What company does Stephen Brooks work for?
Stephen Brooks is a Director of Advanced Planning at American Endowment Foundation, a company specializing in Functions related to depository banking.
Where Stephen Brooks graduated from?
Stephen Brooks holds a degree in Advertising from University of Florida.
Who is Stephen Brooks?
Stephen Brooks is an accomplished financial advisor with a robust background in philanthropy and non-profit management. Currently serving as the Director of Advanced Planning at the American Endowment Foundation, he leverages his extensive experience in financial advisory, investments, and grants to support charitable initiatives. With a career spanning over two decades, Stephen has held various leadership roles, including Vice President at Fidelity Charitable and Senior Vice President at Fidelity Investments. His commitment to advancing philanthropic efforts is evident through his strategic planning and business development skills. Stephen holds an MBA from Colorado State University and a Bachelor's degree in Advertising from the University of Florida. He is passionate about enhancing the impact of non-profits through effective financial strategies and community engagement. Beyond his professional endeavors, Stephen enjoys exploring innovative approaches to philanthropy and is dedicated to mentoring emerging leaders in the sector.
Stephen`s contact details
Colleagues
Executive Vice President
Chief People and Culture Officer
Director, Partnership Firms
ASL Instructor
Vice President, Senior Philanthropic Advisor
Chief Business Strategy Officer
Vice President - Development
Chief Information Officer