Stephen Woodis

Stephen Woodis is an experienced professional in product management and financial training, currently serving as Sr. Product Manager at iVest Plus since January 2021. Previously, Stephen held positions such as Product Manager at Response Marketing Group, where product roadmaps were created for implementation across 45,000 clients, resulting in significant time savings. With a background in financial coaching and curriculum development at TD Ameritrade and Investools, Stephen has conducted thousands of training sessions and webinars on investment strategies. Education includes a Master of Business Administration from Western Governors University and a Bachelor of Arts in English from Brigham Young University, complemented by a minor in Computer Science.