Stephen Vetter
Investment Services Specialist at Matson Money
- Role
- Investment Services Specialist at Matson Money
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
About Stephen Vetter
A passionate individual who believes every experience brings an opportunity to learn and grow! My career path shifted to the finance industry for my current role as an Investment Services Specialist. My experience in the insurance industry has allowed me to enhance my skills in analytical thinking, critical thinking, team building, and leadership. I believe in building genuine relationships with my colleagues as well as my advisors in order to provide superior customer service.I received a Bachelor’s Degree focused in Business Administration; concentration in Marketing from Thomas More University. While working towards my degree I became more self-disciplined, determined and excited to develop my skill sets.Volunteering in the community and abroad has been a consistent journey and a lifestyle I genuinely enjoy. I have held positions as an active leader on an Inspire Giving Committee, which focused on organizing donations and volunteer opportunities.Continuing to be involved in the beautiful game of soccer, where I learned countless life lessons, as a club trainer.
Experience
Investment Services Specialist
Nov 2020 — Present · Mason, OH, US
Actively managing qualified and non-qualified investment accounts in accordance with Matson Money investment strategies Providing superior customer service via phone and email correspondence to 200+ advisors Rebalancing client accounts in accordance with investment strategies Consistently analyzing forms and applications for accuracy Act as liaison between advisor offices and third party custodians
Education
Landmark
Landmark Forum
Glen Este High School
High School
2008 — 2012
Landmark
Communication: Access to Power Course
Thomas More University
Bachelor’s Degree, Business Administration; Concentration Marketing
2012 — 2016
House of Hermes Toastmasters Club
Public Speaking
2019 — 2020
Landmark
Advanced Course
Great American Insurance Co.
Insurance Business Training Program
2017
Landmark
Communication: Power to Create
Skills
- Customer Service
- Microsoft Office
- Social Networking
- Critical Thinking
- Powerpoint
- Microsoft Excel
- Leadership
- Public Speaking
- Team Building
- Microsoft Word
- Teamwork
- Time Management
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