Directory

>

Stephen Stelljes Jd Cfp

avatar

Stephen Stelljes Jd Cfp

President of Client Services | The Colony Group

Cohasset, Massachusetts, United States

View contact details (it's free)

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.

General

Specialist

Technical Background

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Organisational experience

Corporate Experience

Stephen Stelljes Jd Cfp

Work Experience

company logo

President of Client Services at

The Colony Group

October 2011 - Present

company logo

President Of Client Services at

The Colony

October 2011 - Present

company logo

Senior Financial Counselor & Principal at

The Colony Group

May 1998 - Present

company logo

Senior Financial Counselor & Principal at

The Colony

May 1998 - Present

company logo

Senior at

Deloitte And Touche

January 1997 - January 1998

company logo

Senior at

Deloitte Consulting

January 1997 - January 1998

💼

Staff Attorney at

The Ayco Company L P

January 1994 - January 1997

company logo

Senior Financial Counselor and Principal at

The Colony Group

Present

company logo

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

mail

*********@thecolonygroup.com

Colleagues

avatar
Pam Malek

Managing Director

Paul Glass

Vice Chairman at The Colony Group

avatar
Paul Shapero

Senior VP, Business Management

avatar
Cfp Peter Mitrano Cfa

Vice President - Senior Financial Counselor

avatar
Aaron Bock

Managing Director

avatar
Pierson Friend

Chief Investment Officer, Institutional Advisory Practice

avatar
Evan Cohen

Vice President, Information Technology

avatar
Frank Brochin

Chief Investment Officer - Family Office Practice

avatar
Garry Taylor

Managing Director, Business Integrations & Technology Strategy

avatar
Gina Bradley

Chief Operating Officer and Legal Counsel

View Contact details (it's free)
Request Profile Removal