Stephanie Steph Newby
Licensed Financial Services Professional | Client Engagement & Operations | Business Growth & Consulting Experience
- Role
- Financial Professional Associate at Prudential Financial
- Location
- Denver, CO, US
- LinkedIn followers
- 500 followers
About Stephanie Steph Newby
Licensed financial services professional with Series 7, 63, and SIE, recently obtaining Colorado Life & Health licenses and currently pursuing the Series 66. I’m building a career in wealth management with a focus on supporting small business owners through integrated financial planning strategies.I bring a strong foundation in client service, operations, and consulting, most recently as a Financial Services Representative at Charles Schwab, where I supported clients with account servicing, compliance, and platform navigation in a regulated environment.Prior to finance, I led initiatives across consulting, sales, and operations—driving 300% client acquisition growth and 90% retention for small businesses, while also delivering insights to Fortune 500 clients at Buzzback. My experience includes building workflows, leading teams, and improving both client outcomes and internal processes.I’m particularly passionate about working with small business owners to help them align personal and business financial goals—from cash flow and protection planning to long-term wealth building. I thrive in roles that combine relationship-building with operational excellence and am continuing to deepen my expertise in comprehensive financial planning.
Experience
Financial Professional Associate
Jan 2026 — Present · Denver, CO, US
Continuing advanced licensing (Series 66, Colorado Life & Health) and developing expertise in financial planning, client relationship management, and portfolio strategy.
Education
University of Central Florida
Bachelor's degree, Hospitality Administration/Management
University of Central Florida
Bachelor of Science, Hospitality Management
2005 — 2007
Thinkful
Certificate of Undergraduate Studies, Data Analytics
2020 — 2020
Thinkful
Data Analytics
2020 — 2020
University of Central Florida
Bachelor of Science, Hospitality Administration/Management
Skills
- Hotels
- Leisure
- Food & Beverage
- Customer Service
- Resorts
- Public Speaking
- New Business Development
- Account Management
- Revenue Analysis
- Budgeting
- Online Marketing
- Excel
- Hotel Management
- Microsoft Word
- Word
- Hospitality
- Contract Negotiation
- Marketing
- Budgets
- Tourism
- Social Media Marketing
- Sales Process
- Microsoft Excel
- Hospitality Industry
- Marketing Strategy
- Trade Shows
- Promotions
- Microsoft Office
- Sales
- Retail
- B2b
- Customer Relations
- Management
- Outlook
- Sales Management
- Hospitality Management
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