Personal Financial Planning Certificate (Business and Personal/Financial Services)
2008-2008
California Polytechnic State University-San Luis Obispo
Bachelor of Science (B.S.) (Animal Sciences)
1983-1988
Stephanie Bennett Skills
Retirement Planning
Asset Allocation
Finance
Strategy
Wealth Management
Investment Strategies
Portfolio Management
Business Development
Stephanie Bennett Summary
Stephanie Bennett, based in Pasadena, CA, US, is currently a Senior Vice President, Portfolio Manager, Financial Advisor at D.A. Davidson Companies. Stephanie Bennett holds a 2008 - 2008 Personal Financial Planning Certificate in Business and Personal/Financial Services @ UC Irvine, Extension. With a robust skill set that includes Retirement Planning, Asset Allocation, Finance, Strategy, Wealth Management and more. Stephanie Bennett has 2 emails and 2 mobile phone numbers on RocketReach.
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