Senior Financial Analyst @ (November 2021 - October 2022)
Financial Analyst III @ (April 2020 - November 2021)
Senior Analyst II @ (January 2020 - April 2020)
Senior Analyst @ (January 2019 - April 2020)
Compliance Analyst II @ (January 2018 - April 2020)
Compliance Analyst @ (May 2017 - April 2020)
Customer Service Manager @ (May 2015 - January 2017)
Senior Performance Analyst @ (February 2006 - September 2010)
Financial Specialist -Officer @ (March 2003 - February 2006)
Office Manager @ (June 2000 - March 2003)
Anne Stefanacci Education
Xavier University - Williams College of Business
Master of Business Administration - MBA
2023-2026
Wittenberg University
Bachelor's Degree (Business Management)
1996-2000
Anne Stefanacci Skills
Process Improvement
Investments
Portfolio Management
Financial Modeling
Equities
Asset Management
Financial Analysis
Business Analysis
Banking
Mutual Funds
Investment Strategies
Alternative Investments
Strategic Financial Planning
Management
Financial Planning
Loans
Finance
Microsoft Office 97
Series 63
Million Dollar Club
Art
Obtain
Accounting
Branch Banking
Fixed Annuities
Yahoo
Credit Cards
Retail
Windows
Mortgage Brokers
Sales
Applications
Referrals
Award Winner
Sold
Securities
Notary Public
Ohio
Business Partners
Bank Deposits
Training
Customer Service
Commerce
Business Management
Loan Sales
Office Managers
Series 7
Computer Proficiency
Anne Stefanacci Summary
Anne Stefanacci, based in Vermilion, OH, US, is currently a Financial Analysis Manager at Invictus Group. Anne Stefanacci brings experience from previous roles at Cleveland Clinic. Anne Stefanacci holds a 2023 - 2026 Master of Business Administration - MBA @ Xavier University - Williams College of Business. With a robust skill set that includes Process Improvement, Investments, Portfolio Management, Financial Modeling, Equities and more. Anne Stefanacci has 3 emails and 1 mobile phone numbers on RocketReach.
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