Stephanie Morales

Background

About Stephanie Morales

High-impact, strategic professional and critical business driver, accomplished in owning and optimizing the operations function. Instrumental in improving bottom line by managing targeted initiatives to increase efficiency and achieve organizational objectives. Leverages diversified skill set, spanning financial and business acumen and extensive applied experience in compliance, to ensure seamless workflows and on-time, on-budget quality deliverables. Respected thought leader committed to continuous improvement; excels in identifying opportunities that capture added value and improve customer experience. Proven success in building high-performance, cross-functional teams from the ground up and inspiring maximum productivity and effectiveness. Suncoast Trust & Investment Services is a marketing name used by Suncoast Credit Union. Securities sold, advisory services offered through CUNA Brokerage Services, Inc.(CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. Trust services offered through MEMBERS Trust Company, Office of the Comptroller of the Currency. CBSI is a registered broker/dealer in all fifty states of the United States of America. CBSI and MTC are under contract with financial institution to make their services available. Not NCUA Insured, No Financial Institution Guarantee, May Lose Value. Not a Deposit of Any Financial Institution. Some items and links provided on this page may be from third parties not affiliated with this advisor or CUNA Brokerages Services. Information is provided for educational purposes only. Any opinions expressed are those of the author and not necessarily those of CBSI or its advisors.