Jack Stephens is a communications professional with a diverse background in sales and customer relations within the financial services sector. They have held positions at renowned companies such as Fidelity Investments, where they currently serve as an Associate Managing Director, and previously worked as a Customer Relationship Advocate. With experience as an Account Executive at Broadridge and a Sales Desk Associate at Transamerica, Jack has developed a strong foundation in client engagement and sales strategy. They earned a Bachelor of Business Administration in Finance from Metropolitan State University of Denver in 2019.
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