Stephen Newman has a diverse professional background with experience in financial services and education. Beginning as a Research Associate at Ariel Investments from January 2012 to May 2014, Stephen transitioned to E*TRADE, where roles included Elite Client Services from May 2015 to December 2016. Following this, Stephen joined Apogee Financial Partners as a Financial Services professional from May 2017 to January 2021. In addition, Stephen worked as an Academic Tutor at Vivvi from November 2020 to June 2021, and most recently held various positions at Ally from June 2022 to June 2023, including Specialist - Trade & Client Services, Client Services Associate, and Analyst II - Treasury.
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