Stephen Newman
About Stephen Newman
Stephen Newman is a Client Services Associate at Ally with a background in finance and client services, having worked at various firms including Vivvi, Apogee Financial Partners, and E*TRADE.
Title
Stephen Newman holds the position of Client Services Associate at Ally, where he has been employed since 2021.
Current Position at Ally
Stephen Newman currently works as a Client Services Associate at Ally. He started his role in 2021 and continues to serve in this capacity, focusing on delivering high-quality client services.
Previous Role at Vivvi
Before joining Ally, Stephen Newman worked at Vivvi as an Academic Tutor. He was with the company from 2020 to 2021, providing academic support and tutoring services over a span of 7 months.
Experience at Apogee Financial Partners
Stephen Newman was employed at Apogee Financial Partners as a Financial Services professional from 2017 to 2021 in the Greater Atlanta Area. Over the course of 4 years, he offered various financial services to clients, further honing his expertise in the financial sector.
Role at E*TRADE
Stephen Newman served in the Elite Client Services department at E*TRADE for one year, from 2015 to 2016. Based in the Greater Atlanta Area, he was responsible for managing services for elite clients.
Position at Ariel Investments
From 2012 to 2014, Stephen Newman worked as a Research Associate at Ariel Investments in the Greater Chicago Area. His responsibilities included conducting research and analysis over a period of 2 years.
Stint at Gardner Rich, LLC
Stephen Newman had two distinct roles at Gardner Rich, LLC. Firstly, he worked as a Sales and Trading Analyst in 2011 for 2 months. Prior to that, he served as a Research Analyst in 2009, also for 2 months. Both positions were based in the Greater Chicago Area.