Stefan Thielen

Stefan Thielen, CFP®, has extensive experience in business development and financial services. Stefan is currently the SVP of Business Development at Vestmark, where they support advisory programs and contributes to the company's mission of helping advisors improve investors' financial well-being. Prior to that, Stefan worked as the Director of Business Development at FinMason, where they focused on integrating wealthtech firms with APIs and utilizing investment analytics. Stefan also served as the Director of Business Development at Schechter, a boutique Registered Investment Adviser specializing in providing liquidity for clients subject to estate tax and finding anomalies in the insurance market. Stefan's career also includes roles at Eaton Vance, where they held various positions including VP of Global Relationship Manager, VP and Regional Director, and Internal Wholesaler. Throughout their career, Stefan has demonstrated exceptional sales and presentation skills, built strong relationships with financial institutions, and contributed to significant sales growth.

Stefan Thielen, CFP®, holds a Master of Science in Finance (MSF) degree from Northeastern University, with a focus on Finance and Financial Management Services. Stefan also obtained a Bachelor of Science (BS) degree in Marketing and Business Administration from Bryant University. Along with their educational background, Stefan holds additional certifications including the CFP® designation from the CFP Board and a Masters of Science in Finance from Northeastern University.