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Stephanie L. Wheeler
Senior Vice President, Senior Relationship Advisor @Northern Trust
Newport Beach, CA, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Dec 2023 — Present
Senior Vice President, Senior Relationship Advisor @Northern Trust
Newport Beach, CA, US
EDUCATION
N/A
Metropolitan State University of Denver
Certificate
N/A
The College of New Jersey
B.S.
SKILLS
ManagementCreditHigh Net Worth IndividualsFinancial ServicesCommercial BankingPortfolio ManagementPrivate BankingEstate PlanningInvestmentsAsset ManagementAsset AllocationBankingInvestment AdvisoryWealth ManagementCharitable Remainder TrustsAlternative InvestmentsTrust ManagementTrust ServicesCharitable TrustsCharitable Gift PlanningFinancial PlanningWealth Management Services
ABOUT STEPHANIE L. WHEELER
Senior Vice President, Senior Relationship Advisor
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