Stephanie Lyons Email & Phone Number

Director of Operations @ Synergy Wealth Strategies

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Stephanie Lyons Location

Nesconset, NY, US

Stephanie Lyons Work

2023 - now Director of Operations @ Synergy Wealth Strategies
2022 - 2023 VP of Transitions @ Coastline Wealth Management
2015 - 2022 Sr. Client Service Specialist @ Coastline Wealth Management

2014 - 2015 Retirement Plan Specialist and Chief Compliance Officer @ CJM Wealth Management
2006 - 2014 Compliance Manager @ Transamerica Financial Solutions

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Stephanie Lyons Education

Farmingdale State University of New York
Plainedge

Stephanie Lyons Skills

Securities
FINRA
Mutual Funds

401k
Retirement
Asset Allocation
Financial Services
Pensions
Investments
Retirement Planning

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Stephanie Lyons Summary

Stephanie Lyons, based in Nesconset, NY, US, is currently a Director of Operations at Synergy Wealth Strategies. Stephanie Lyons brings experience from previous roles at Coastline Wealth Management, CJM Wealth Management and Transamerica Financial Solutions. Stephanie Lyons holds a Farmingdale State University of New York. With a robust skill set that includes Securities, FINRA, Mutual Funds, 401k, Retirement and more. Stephanie Lyons has 1 emails on RocketReach.

Stephanie Lyons Emails

Found 1 emails

@gmail.com

Stephanie Lyons Phone Numbers

Found 2 phone numbers

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Stephanie Lyons

Executive Vice President of Human Resources at Great Lakes Wine & Spirits

Birmingham, MI, US
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- glwas.com
- gmail.com
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- +1 313-523-XXXX
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Mission Viejo, CA, US
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- abcsupply.com
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- +1 619-719-XXXX
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Stephanie Lyons

VP of Innovation Strategy and Enablement at Platypus Labs

Royal Oak, MI, US
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- gmail.com
- platypuslabs.com
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- +1 586-601-XXXX
- +1 586-795-XXXX
- +1 586-744-XXXX
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Stephanie Lyons

Vice President, Client Service Manager at Northern Trust

Parker, CO, US
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- ntrs.com
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- gmail.com
- comcast.net
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- +1 845-661-XXXX
- +1 303-753-XXXX
- +1 303-902-XXXX
Stephanie Lyons

Vice President of Customer Experience at Opus1.io

Houston, TX, US
4
- yahoo.com
- opus1.io
- icloud.com
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- +1 480-317-XXXX
- +1 212-548-XXXX
- +1 424-625-XXXX
- +1 713-807-XXXX
- +1 602-317-XXXX
- +1 917-698-XXXX
Stephanie Lyons

Chief Executive Officer at BurningCastle LLC

Arlington, VA, US
3
- burningcastle.com
- yahoo.com
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- +1 202-256-XXXX
- +1 703-673-XXXX
- +1 703-894-XXXX
- +1 703-629-XXXX
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Stephanie Lyons

Head of Portfolio Management at Envu

Cary, NC, US
5
- envu.com
- gmail.com
- gmx.de
- icloud.com
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- +1 256-410-XXXX
- +1 256-751-XXXX
- +1 256-974-XXXX
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- +1 919-699-XXXX
- +1 256-345-XXXX
Stephanie Lyons

Vice President, Banker at J.P. Morgan Private Bank at J.P. Morgan Private Bank

New York, NY, US
2
- yahoo.com
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- +1 219-671-XXXX
- +1 617-733-XXXX
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Stephanie Lyons

Mediator and Arbitrator at Concurrence ADR

Milwaukee, WI, US
3
- hotmail.com
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- +1 414-962-XXXX
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Top Synergy Wealth Strategies Employees

James Verdi

President at Synergy Wealth Strategies

Smithtown, NY, US
2
- synergywealthstrategies.com
- aol.com
3
- +1 631-238-XXXX
- +1 516-972-XXXX
- +1 631-961-XXXX
Matthew Heeter

Financial Advisor at Synergy Wealth Strategies

New York, NY, US
1
- synergywealthstrategies.com
5
- +1 631-707-XXXX
- +1 910-990-XXXX
- +1 631-929-XXXX
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Stephanie Lyons

Director of Operations at Synergy Wealth Strategies

Nesconset, NY, US
1
- gmail.com
2
- +1 631-473-XXXX
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Jeff Freund

Wealth Manager at Synergy Wealth Strategies

Smithtown, NY, US
1
- +1 631-804-XXXX
Nicholas Klopsis

Financial Advisor at Synergy Wealth Strategies

Oakdale, NY, US
2
- +1 516-589-XXXX
- +1 631-589-XXXX
Lenore Paprocky

Business Development and Events Consultant at Synergy Wealth Strategies

Centereach, NY, US
3
- gmail.com
- synergywealthstrategies.com
- yahoo.com
3
- +1 631-471-XXXX
- +1 516-429-XXXX
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