Stephanie D. in

Stephanie D.

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Founder & CRM Consultant | Wealthbox & Redtail at Stephanie Dannebaum Consulting
📍 San Francisco Bay Area, United States

Stephanie Dannebaum is the Founder of a consultancy specializing in translating the client journey into Wealthbox and Redtail CRM for financial advisory firms. With over a decade of experience, she holds a Chartered Financial Consultant® designation and an MBA/MPP from Mills College.

She is also the Co-Founder of RIA Colleague, providing risk management strategies and insurance solutions specifically for Registered Investment Advisors (RIAs).

Unique fact: Stephanie holds dual Masters degrees, one in Business Administration (M.B.A) and another in Public Policy (M.P.P).

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Experience
14 Years
Current Role
Founder & CRM Consultant | Wealthbox & Redtail
Job Level
Leadership
Location
San Francisco Bay Area, United States
Personality Overview

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Decision Approach
Work Preference

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Priorities

Topics Stephanie cares about

CRM Optimization
Her entire consultancy is focused on helping financial advisory firms optimize and implement Wealthbox and Redtail CRM systems to improve client experience and team efficiency.
Client Journey
A core theme of her work is translating the desired client experience into functional CRM systems, ensuring technology supports the firm's service model.
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Career

Work history

8-2021
Founder & CRM Consultant | Wealthbox & Redtail
Stephanie Dannebaum Consulting
2020 - 2024
Co-Founder, Licensed Insurance Agent for Fee-Only Planners
RIA Colleague
2018 - 2020
Advisory Services
Bedell Frazier Investment Counselling
2016 - 2018
Client Services
Laurus Financial Group LLC
2012 - 2016
Consultant
Better Homes and Gardens Real Estate
In the press

Media appearances

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Education
Chartered Financial Consultant - ChFC®
The American College of Financial Services
2014 - 2017
Master of Business Administration (M.B.A) / Master of Public Policy (M.P.P)
Mills College, Lorry I. Lokey Graduate School of Business
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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