Registered Administrative Assistant
Stephen graduated in 2014 from the University of Connecticut with a Bachelor of Science in Finance. He started his career at Gulish and Associates, Inc. working as a registered assistant, supporting the advisors in the office and providing service to clients. In 2015, he joined the Retirement Plan Services team at John Hancock as an internal sales consultant and spent three years supporting financial advisors and helping small business owners implement corporate retirement plans. Stephen rejoined Gulish and Associates, Inc. in 2019 with the goal of getting back to working with individual clients, and also using the knowledge he gained at John Hancock to help support and strengthen our relationships with business owners.
Stephen holds his series 7 and 63 with Commonwealth Financial as well as his life insurance license. Stephen is an avid sports fan, especially baseball and basketball. He is a huge Red Sox fan and spent three years working with the UConn Women’s Basketball team including their championship seasons of 2009 and 2010. Stephen also loves being outdoors and traveling with his wife, Kristen.