Stephanie Anderson

Wealth Advisor, CWS® at Pulse Financial Services

Role
Board of Directors Financial Advisor at Cocktails & Caregivers
Location
Cedar Rapids, IA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Stephanie Anderson

I joined my dad and brother in the family business in 2013 as the Director of Marketing…

Experience

  1. Board of Directors Financial Advisor

    Cocktails & Caregivers

    Feb 2019 — Present · Indianapolis, IN, US

    I serve as the Financial Advisor on the Board of this wonderful organization that helps care for cancer caregivers. What started as a blog documenting the journey of a young cancer patient and his wife/caregiver has evolved into an organization that cares for and supports cancer caregivers across the US! Joe Clark lives on through his wife Amanda and daughter Mira and the work of Cocktails and Chemo and reminds us all to live loud, love deep, cry hard and take more pictures.

Education

  • University of Iowa

    Bachelor of Arts (BA), English Language and Literature, General

    1998 — 2003

Skills

  • Marketing Communications
  • Financial Planning
  • Business Planning
  • Financial Analysis
  • Written & Oral Presentation Skills
  • Public Relations
  • Business Strategy
  • Marketing Management
  • Alternative Investments
  • Marketing Strategy
  • Public Speaking
  • Investment Advisory
  • New Business Development
  • Corporate Training
  • Sales Management
  • Sales Management Coaching
  • Project Management

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Stephanie Anderson — Board of Directors Financial Advisor at Cocktails & Caregivers in Cedar Rapids, IA, US | Unifers