Riley A. Stephenson

Role
Associate Vice President, Wealth Manager at Rockefeller Capital Management
Location
Wilmington, NC, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Riley A. Stephenson

As a Private Advisor and Partner at Decision Point Wealth Partners of Rockefeller Global…

Experience

  1. Associate Vice President, Wealth Manager

    Rockefeller Capital Management

    Sep 2023 — Present

Education

  • North Carolina State University

    CFP® Certification Education Program, Financial Planning

    2021 — 2022

  • Cameron School of Business at UNC Wilmington

    Bachelor of Science (B.S.), Business Administration, Finance

    2011 — 2015

Skills

  • Time Management
  • Data Entry
  • Problem Solving
  • Microsoft Excel
  • Critical Thinking
  • Teamwork
  • Powerpoint
  • Customer Service
  • Social Networking
  • Microsoft Word
  • Outlook
  • Organization Skills

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Riley A. Stephenson — Associate Vice President, Wealth Manager at Rockefeller Capital Management in Wilmington, NC, US | Unifers