Anthony Stefanelli
Director, Client Account Services
- Role
- Director Client Account Services at Templeton Advisors
- Location
- Fort Lauderdale, FL, US
- LinkedIn followers
- 500 followers
About Anthony Stefanelli
Top-performing hands on executive with an established reputation for setting goals, implementing effective work processes, and building quality key relationships to drive business growth. Keen eye for spotting root causes of issues to apply the correct solutions. Experience in developing cost containment strategies resulting in significant savings. Expertise in improving financial operations via innovative thinking, timely process analysis, and consultative leadership style. Highly accomplished in developing and leading cohesive teams. Serves as a liaison for management, personnel, and clients. Diplomatic conflict resolution skills as well as eloquent written and verbal communication skills. Recognized for strong work ethic, integrity, and a high degree of professional initiative.Licenses:Series 6 & 63Life and Health ProducerAreas of Expertise:Cost Reduction – Marketing – Industry Networking – Payroll – Human Resources – Asset Management Accounts Management – State & IRS Audits – GAAP Financial Statements – MS Office Suite – Public Accounting – QuickBooks – Accounts Payable & Receivable – Project Management – Microsoft Teams
Experience
Director Client Account Services
Jul 2025 — Present
Education
Rutgers University–Newark
Bachelor's Degree, Accounting
1983 — 1987
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