Stephanie Day
Senior Administrative Officer
Stephanie began her career in the financial services industry in 2014 as a Client Service Associate with a global financial firm. In 2018, she transitioned into the role of Financial Advisor, building valuable experience in client service and financial planning.
Stephanie joined Pinnacle in 2019 as a Financial Advisor and later transitioned to the role of Team Administrator, supporting a team of Financial Advisors. Most recently, she was promoted to Senior Administrative Officer, where she draws on her diverse experience and industry knowledge to streamline processes and enhance collaboration across Compliance/Supervision, Operations, and Client Services.
Stephanie resides in Syracuse with her husband and their two sons.