Stefan Revelo

Stefan Revelo is currently a Client Service Specialist at Bay Point Wealth. Stefan previously worked as a Client Service Representative at Empower Retirement from October 2021 to January 2022 and as a District Manager at Alsco from August 2020 to July 2021.

As District Manager at Alsco, Stefan was responsible for ensuring customer loyalty and outstanding customer service through customer visits, audits, new installs, problem solving, and open communication for 600+ customers. Stefan also developed and motivated a team of 7 Route Sales Representatives to be a highly productive team through continual training, regular meetings, daily check-in, and route rides. Additionally, they managed retention and growth by motivating team to solicit new customers, up-sell/cross-sell/sample all lines of service or product and ensure a profitable product mix.

Before their time as District Manager, Stefan interned in Branch Operations at Alsco from May 2019 to August 2019.

Stefan Revelo has a financial planning certificate from Bryant University and a degree in finance and marketing from Florida State University.

They are on a team with and Debbie Lehman - Client Service Specialist. Their manager is Yvonne Scoggins, Director of Trading Operations, Financial Advisor.