Stephanie Moersfelder
- Role
- Associate Director, Business Development & Client Service at Impax Asset Management
- Location
- Bend, OR, US
- LinkedIn followers
- 500 followers
About Stephanie Moersfelder
I am an innovative, growth-focused business leader with a career built around aligning…
Experience
Associate Director, Business Development & Client Service
Jan 2018 — Present
I joined Impax AM as a means to expand my capabilities in enterprise-level marketing and sales enablement. The role is diverse, strategic and enables me to do what I enjoy most - manage client relationships and develop processes, tools and campaigns that maximize impact for customers and accelerate organizational performance. On any given day, you may find me sharing in-depth thought leadership, planning advisor education sessions, cultivating relationship building events, or building strategies that enable our clients to affirm their thought leadership in the marketplace. I enjoy the pace, the diversity and the opportunity to drive growth.
Education
University of Minnesota
Bachelor of Arts - BA
Skills
- Mutual Funds
- Long-Term Care
- Financial Analysis
- Estate Planning
- High Net Worth Individuals
- Insurance
- Series 7
- Wealth Management Services
- Strategic Financial Planning
- Retirement
- Securities
- Finance
- Asset Protection
- Life Insurance
- Investment Advisory
- Asset Allocation
- Retirement Planning
- Wealth Management
- Financial Advisory
- Portfolio Management
- Tax
- Financial Planners
- Investment Strategies
- Financial Planning
- Investments
- Succession Planning
- Small Business
- Disability Insurance
- Wealth
- Asset Management
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.