Stephanie Strickland
.
- Role
- Private Client Relationship Advisor at Brown Advisory
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
Sales & Business DevelopmentView LinkedIn profile
About Stephanie Strickland
Over 20 years of professional experience in the financial services industry.Proven history of providing creative products and superior service to High-Net-Worth Clients. Specialties: Relationship BuildingTradingSales and Services Project Management Series 7, 55, 63 & CA Insurance
Experience
Private Client Relationship Advisor
Dec 2021 — Present · San Francisco, CA, US
Education
The University of Texas at Austin
Bachelor of Science (BS), Communication and Media Studies
Skills
- Asset Management
- Retirement Planning
- Financial Analysis
- Financial Services
- Finance
- Personal Financial Planning
- Banking
- Mutual Funds
- Risk Management
- Series 7
- Investments
- Strategic Financial Planning
- Retirement Savings
- Client Services
- General Insurance
- Securities
- Trading
- Wealth Management Services
- Credit
- Series 63
- Series 55
- Equities
- Portfolio Management
- Wealth Management
- Investment Advisory
- Insurance
- Financial Planning
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.