Level Four
Stephen Herr has a diverse work experience spanning multiple industries. Stephen started their career in 2002 at Fidelity Investments, where they held various roles such as Senior Print Operator and Senior Electronic Publishing Specialist. In 2016, they worked as a Helpdesk Specialist at American Help Desk before joining PepsiCo as a Logistics Coordinator, where they managed the JDA Transportation Management System. Stephen then moved on to Pepsi Logistics Company, Inc., where they worked as a Senior Financial Analyst from 2017 to 2021. At Tucker Powersports, Stephen served as a Financial Analyst, providing financial and inventory analysis for various departments. Currently, they are working as a Financial Analyst at Level Four Group.
Stephen Herr completed their Bachelor of Science degree in Finance at The University of Texas at Dallas, attending from 2008 to 2013. Additionally, in 2013, they also attended the Investment Banking Institute, though the specific degree and field of study are unknown.
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Level Four
Level Four Group is a multi-disciplinary financial firm dedicated to providing tailored & holistic solutions for their valued clients and financial professionals. Their focus is on delivering objective and proactive advice, so you and your clients can achieve the life you dream. Level Four offers an all-in-one platform across their family of companies including a FINRA registered Broker/Dealer, multiple SEC-Registered Investment Advisors, and Insurance Agency in order to ensure all aspects of your business needs are met and your clients can receive truly holistic solutions.