Stephen E. Wagner, CFP®

Sales Lead Qualifier Intern

1000 followers

St Louis, Missouri, United States

Connect with Stephen E. Wagner, CFP® to Send Message

Connect

Connect with Stephen E. Wagner, CFP® to Send Message

Connect

Timeline
About me
Vice President, J.P. Morgan Private Bank
Education
- Worth School
  2005 - 2006
  Participated in first year of GCSE Education
  Attended an English Benedictine Boarding School in West Sussex, England for the first year of High School- Achieved Gold Academic Endeavor Award all three trimestersDuke of Edinburgh’s International Association- Bronze International Award • Awarded for Service, Activity, Sport, and Hiking Achievements
- Washington University in St. Louis
  2009 - 2013
  Undergraduate Majors in Political Science and History; Minor in Business
  Activities and Societies: Student Union, Residential Life, Career Center, Relay for Life, Greek Life Political Science and History- International Leadership Program- Concentration in American PoliticsStudent Union- Elected Vice-President - External Relations – Sophomore Class • Awarded Student Union Leadership Award for Outstanding Programming - Elected Vice-President - External Relations – Freshman Class • Awarded Student Union Leadership Award for work as Vice-President Residential Life- Resident Advisor – Junior and Senior Years•… Show more Political Science and History- International Leadership Program- Concentration in American PoliticsStudent Union- Elected Vice-President - External Relations – Sophomore Class • Awarded Student Union Leadership Award for Outstanding Programming - Elected Vice-President - External Relations – Freshman Class • Awarded Student Union Leadership Award for work as Vice-President Residential Life- Resident Advisor – Junior and Senior Years• Twenty-four hour responsibility for 96 students and a residential hall• Received comprehensive training and daily application of mediation, diversity, and conflict managementCareer Center- Research Analyst – Freshman, Sophomore, Junior, and Senior Years• Managed the Ambassadors Program, a mentoring program designed to match students globally with alumniSigma Nu, Gamma Omicron- Member Relay for Life- Team Captain – Freshman and Sophomore Years Show less
- University of Missouri-Saint Louis
  2015 - 2016
  Dean's Certificate in Finance Financial Planning
  Attended a year and a half of night classes to qualify to take the CFP® Examination.
- International School of Luxembourg
  2006 - 2009
  International Baccalaureate Math, Physics, English
  Activities and Societies: Honor Society, Duke of Edinburgh's International Association, Relay for Life, Student Union, Varsity Athlete Awarded International Baccalaureate Diploma - Member of Honor Society Duke of Edinburgh’s International Association- Silver International Award • Awarded for Service, Activity, Sport, and Hiking AchievementsVarsity Basketball, Soccer, and Rugby- Basketball Captain Senior YearService Trip in Tanzania, Africa- 17 Day Service Project to build dormitories and teach school children Relay for Life (Relais… Show more Awarded International Baccalaureate Diploma - Member of Honor Society Duke of Edinburgh’s International Association- Silver International Award • Awarded for Service, Activity, Sport, and Hiking AchievementsVarsity Basketball, Soccer, and Rugby- Basketball Captain Senior YearService Trip in Tanzania, Africa- 17 Day Service Project to build dormitories and teach school children Relay for Life (Relais pour la Vie)- Captain of Team 2009 Show less
- Saint Louis Abbey/Saint Louis Priory School
  2003 - 2005
  Junior School
  Attended Junior School at Saint Louis Priory, a college preparatory institution for young men in grades 7-12 run by an English Benedictine Monastic Community in suburban St. Louis, MO
Experience
- Swank Motion Pictures
  Jun 2010 - Aug 2010
  Sales Lead Qualifier Intern
  - Performed upwards of a hundred cold calls daily to provide sales leads.- Acquired phone skills and further developed the position for the company.
- Office of US Senator Roy Blunt
  May 2011 - Aug 2011
  Congressional Intern
  - Created concise political memos on information from congressional hearings and archival research.- Led capital tours and received an in-depth exposure to the DC political environment.- Administered constituent feedback via office phone and email.
- Moneta Group
  May 2012 - Aug 2012
  Financial Intern
  - Acquired insight and in-depth exposure to financial planning and client prospecting through shadowing senior employees.- Participated in weekly training and constant mentorship focusing on leadership development, team-work within small groups, and current financial issues.- Effectively managed multiple projects simultaneously.
- Moneta Group
  Apr 2013 - Jan 2019
  Client Service Manager
  - Assigned as Client Service Manager to fifty plus clients which entails coordinating and preparing semi-annual reviews, identifying and incorporating value-added analysis, and providing day-to-day customer service.- Construct plans for prospective clients by evaluating their current financial situations and goals in order to provide comprehensive financial action plans.- Work closely with Partners and Advisors on the team to learn the Family CFO business and foster an environment of open, honest, and timely communication. Show less
- J.P. Morgan
  Jan 2019 - now
  “J.P. Morgan Private Bank” is the brand name for the private banking business within JPMorgan Chase & Co. (JPM). Brokerage investment products/services are offered by J.P. Morgan Securities LLC (JPMS), member FINRA & SIPC. JPMorgan Chase Bank, N.A. and its affiliates (collectively JPMCB) offer other investment products, which may include bank-managed accounts and custody, as part of its trust and fiduciary services. JPMCB and JPMS are affiliated companies under the common control of JPM. INVESTMENT PRODUCTS: • NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE JPM, reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Communications are for US residents only, subject to the following disclosures: http://www.jpmorgan.com/pages/disclosures/email. The opinions expressed by the profile creator may not reflect those of JPM. Any views/strategies described may not be suitable for all investors, nor should it be relied upon as investment advice, guidance or a recommendation to purchase, hold or sell any investment or strategy. JPM will not accept any orders via LinkedIn or its messaging systems. JPM does not provide tax or legal advice, and is not responsible for third-party posted content. Experience, skills or posts are not indications of future results. Additional important information: https://am.jpmorgan.com/private-bank/public/gl/en/important-information-sm © 2023 JPM. Show less
  - Vice President, Banker at J.P. Morgan Private Bank
    Jan 2023 - now
  - Banker at J.P. Morgan Private Bank
    Jan 2019 - Jan 2023
Licenses & Certifications
- MO Life, Accident and Health Producer
- Series 63
  NASAA
- CFP®
  CFP Board
- Securities Industry Essentials
  FINRA
- Series 65
  NASAA
- Series 7
  FINRA
Volunteer Experience
- Development Board
  Issued by Cardinal Glennon Children's Foundation on Feb 2020
  Associated with Stephen E. Wagner, CFP®