Stephen Rao is an experienced finance professional currently serving as Vice President at 49 Financial since January 2020, where responsibilities include the sale of securities and investment advisory services. Prior to this role, Stephen was an Associate at 49 Financial at AXA Advisors, focusing on holistic financial planning for families and business owners. An internship at The Governale Group involved developing a bid proposal for an NFL apparel sponsor and observing investment pitches with a private equity CEO. Stephen's early career also includes roles as a baseball coach, server at Fleming's Prime Steakhouse & Wine Bar, and in customer service at Fix Ur Gadget, fostering leadership, communication, and sales skills. Stephen holds a Bachelor's degree in Finance from the University of Mississippi, earned in 2017.
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