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Stephanie Poe, CLU®
Wealth Management Senior Operations Specialist at Park Avenue Securities
Paso Robles, California, United States
Overview
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Work History
9-2021
Wealth Management Senior Operations Specialist at Park Avenue Securities
1-2018 - 9-2021
Registered Operations Leader at Ameriprise Financial Services, LLC
2-2016 - 12-2017
Associate Wealth Management Advisor at Northwestern Mutual
11-2013 - 12-2017
Associate Financial Representative at Northwestern Mutual
9-2013 - 11-2013
Accountant at bebe stores
8-2011 - 7-2013
Accountant at Lucas E. Sorensen, CPA, Inc
Education
2007 - 2011
B.S. in Business Administration from University of San Francisco
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Location : Paso Robles, California, United States
Job Level : Junior
Designation : Wealth Management Senior Operations Specialist at Park Avenue Securities
