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Stephen Stelljes Jd Cfp
Stephen Stelljes Jd Cfp
President of Client Services | The Colony Group
Cohasset, Massachusetts, United States
Stephen Stelljes Jd Cfp
Summary
Stephen Stelljes is a dedicated Senior Financial Counselor and Principal at The Colony Group, specializing in functions related to depository banking. With a strong commitment to providing financial guidance, he leverages his expertise to help clients navigate complex financial landscapes. Although his educational background is not specified, his role suggests a deep understanding of financial systems and client relations. Stephen's experience at The Colony showcases his capability to work in a collaborative environment focused on client success. His commitment to the finance industry positions him as a reliable advisor in the banking sector. While specific awards or recognitions are not mentioned, his role implies a level of trust and respect from clients and colleagues alike. Stephen's professional journey reflects a blend of strategic thinking and practical financial advice.
Stephen Stelljes Jd Cfp
Work Experience
President of Client Services at
The Colony Group
October 2011 - Present
President Of Client Services at
The Colony
October 2011 - Present
Senior Financial Counselor & Principal at
The Colony Group
May 1998 - Present
Senior Financial Counselor & Principal at
The Colony
May 1998 - Present
Senior at
Deloitte And Touche
January 1997 - January 1998
Senior at
Deloitte Consulting
January 1997 - January 1998
Staff Attorney at
The Ayco Company L P
January 1994 - January 1997
Senior Financial Counselor and Principal at
The Colony Group
Present
Staff Attorney at
The Ayco
January 1994 - January 1997
Stephen Stelljes Jd Cfp
Education
Albany Law School of Union University, Doctor Of Law (Jd)
January 1990 - January 1993
Albany Law School of Union University, Doctor of Law (JD)
January 1990 - January 1993
SUNY Oswego, Bs
January 1986 - January 1990
SUNY Oswego, BS
January 1986 - January 1990
Arcadia High School
Frequently Asked Questions about Stephen Stelljes Jd Cfp
What is Stephen Stelljes Jd Cfp email address?
Stephen Stelljes Jd Cfp's primary email address is *********@thecolonygroup.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Stephen Stelljes Jd Cfp work for?
Stephen Stelljes Jd Cfp is a President of Client Services at The Colony Group, a company specializing in Functions related to depository banking.
Where Stephen Stelljes Jd Cfp graduated from?
Stephen Stelljes Jd Cfp holds a degree in Law from Albany Law School of Union University.
How can I directly contact Stephen Stelljes Jd Cfp?
To contact Stephen Stelljes Jd Cfp directly, you can use the email address *********@thecolonygroup.com. Complete contact information is available upon registration with Muraena.
Who is Stephen Stelljes Jd Cfp?
Stephen Stelljes is a dedicated Senior Financial Counselor and Principal at The Colony Group, specializing in functions related to depository banking. With a strong commitment to providing financial guidance, he leverages his expertise to help clients navigate complex financial landscapes. Although his educational background is not specified, his role suggests a deep understanding of financial systems and client relations. Stephen's experience at The Colony showcases his capability to work in a collaborative environment focused on client success. His commitment to the finance industry positions him as a reliable advisor in the banking sector. While specific awards or recognitions are not mentioned, his role implies a level of trust and respect from clients and colleagues alike. Stephen's professional journey reflects a blend of strategic thinking and practical financial advice.
Stephen`s contact details
*********@thecolonygroup.com
Colleagues
Managing Director
Vice Chairman at The Colony Group
Senior VP, Business Management
Vice President - Senior Financial Counselor
Managing Director
Chief Investment Officer, Institutional Advisory Practice
Vice President, Information Technology
Chief Investment Officer - Family Office Practice
Managing Director, Business Integrations & Technology Strategy
Chief Operating Officer and Legal Counsel