Stephanie Martin's Location
Kansas City, MO, US
Stephanie Martin's Work
- Operations Manager @ Creative Planning
- Trust Account Transitions Specialist @ National Advisors Trust Company
- Operations Lead @ Bank of America
Stephanie Martin's Education
- Northwest Missouri State University
Bachelor of Science - BS (Office Information Systems)
1994 - 1999
Stephanie Martin's Skills
- Securities Processing
- Teller Operations
- Customer Service
- Team Leadership
- Training
- Procedure Creation
- Management
- Compliance
- Tax Reporting
Stephanie Martin's Summary
Stephanie Martin, based in Kansas City, MO, US, is currently a Operations Manager at Creative Planning, bringing experience from previous roles at National Advisors Trust Company and Bank of America. Stephanie Martin holds a 1994 - 1999 Bachelor of Science - BS in Office Information Systems @ Northwest Missouri State University. With a robust skill set that includes Securities Processing, Teller Operations, Customer Service, Team Leadership, Training and more, Stephanie Martin contributes valuable insights to the industry. Stephanie Martin has 1 email on RocketReach.
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