Stephen Flanagan

Stephen Flanagan has a wealth of experience in the financial services industry, with a focus on wealth management. Stephen is currently the Managing Partner - Wealth Management at Decision Point Partners, where they help financial service firms transition through conversions and improve profitability. Stephen also holds the role of Council Member at GLG (Gerson Lehrman Group), providing expert advice in their field. Previously, Stephen worked as a Senior Consultant at Norima Consulting Inc., where they specialized in strategic change initiatives within the investment advisory industry. Prior to that, they were the Senior Vice President at Archer Investment Management Solution, responsible for creating a customer-centric organization. Stephen also served as the Director at Innovest Systems, managing the Relationship Management team, and as the Vice President at Fiserv, leading a team responsible for client service support. Stephen began their career at RBC Wealth Management, playing a key role in building the Wealth Management division. Stephen has also held positions at SMITH BARNEY and Drexel Burnham Lambert.

Stephen Flanagan has a Bachelor of Science degree in Finance from Siena College. Additionally, they have pursued an MBA with a specialization in Financial Management from Pace University - Lubin School of Business. However, the specific start and end years for these educational experiences are not provided.