Stephanie Dermen
Consulting Support Associate at Legacy Advisory Partners
Based in Cumming, United States
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Seniority
Staff
Department
General Business & Management
Location
Cumming
Industry
Financial Services
Company size
7
Contact information
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s•••••••@legacyadvisorypartners.com
Phone
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Background
About Stephanie Dermen
Award-winning professional with dynamic experience in sales and providing excellent service to clients. Broad background in assessing clients’ overall situation/needs, and providing robust solutions. Possess outstanding skills in fostering client relationships and maintaining a strong client base. Strong passion for driving client satisfaction through in-depth portfolio analysis and comprehensive investment tracking. History of delivering exceptional service to clients and providing effective assistance to financial advisors in opening new business accounts and generating more profits for organizations. In-depth knowledge of financial systems controls, accounting, and functional support services. Aiming for a challenging Financial Advisor or Financial Services Operations role where prior experience and transferable skills can be utilized.
Decision-makers
Other people at Legacy Advisory Partners
- MWC-Team
Marc Walker
Chief Investment Officer · Finance & Accounting
- MJStaff
Matthew Joines
Certified Financial Planner · Finance & Accounting
- RCC-Team
Russ Clemmer
President, Owner · General Business & Management
- KDStaff
Kimberly Due
Service Specialist · Customer/Client Service
- EPStaff
Evan Parsons
Financial Paraplanner · Finance & Accounting
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