Registered Assistant - Insurance Coordinator — Jacksonville, FL
Stephen joined Sagemark Consulting in 2012 working in the National Planning Department. In October of 2014, Stephen joined our team and assists in the development of financial plans, coordinates the insurance underwriting process and manages our technology platforms among other tasks.
Stephen has a Bachelor of Science degree in Finance from the State University of New York College at Old Westbury. He holds the FINRA Series 7 and Series 66 securities registrations.