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Stephen Sousa

Director

Stephen Sousa has extensive work experience in the finance industry. Stephen began their career as an Intern at Granite Telecommunications in 2011, where they gained valuable skills and knowledge. In 2014, they worked as a Growth Equity analyst at Copley Equity Partners for a brief period. Later, they joined Voyant Advisors - (PCS Research) in 2015, where they held various roles. Stephen started as an Institutional Equity Sales & Associate Product Specialist and then transitioned to a Senior Equity Sales Analyst & Product Specialist. Stephen'sresponsibilities included communicating investment strategies and ideas to clients, developing sales and marketing initiatives, and writing a weekly research publication. In 2018, Stephen joined Redburn as an Equity Sales representative. Stephen'swork experience demonstrates their expertise in equity sales and analysis, product development, and effective communication with clients.

Stephen Sousa completed their Bachelor's Degree in Economics from Connecticut College from 2011 to 2015. In 2015, they attended the Stanford University Graduate School of Business for the Summer Institute For General Management. Prior to college, they attended Deerfield Academy from 2010 to 2011. Additionally, Stephen has pursued ongoing certifications, including the Series 63 and Series 7, although the specific institutions and dates of completion are not provided. Stephen also has some education background in accounting, having studied at the US Coast Guard Academy starting in 2014. Lastly, their high school education took place at Marshfield High School, although the specific years are not specified.

Location

New York, United States

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