Stephanie began her career in the financial industry in 2014 as a client service associate with a global firm. In 2018, she became a Financial Advisor. Joining Pinnacle in 2019, where she maintained the role of Financial Advisor and subsequently joined a team of other Financial Advisors in the role of Team Administrator. Most recently she was promoted to Senior Administrative Officer,
where she utilizes the knowledge and skills gained from her previous experience to streamline processes in collaboration with Compliance/Supervision, Operations & Client Services. Stephanie resides in Syracuse with her husband and two sons.
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