Stephanie Ptak's Location
Boston, MA, US
Stephanie Ptak's Work
- Senior Executive Assistant @ Wellington Management
- Executive Assistant @ Wellington Management
- Executive Administrator @ DALBAR, Inc.
- Marketing Assistant @ Boston Trust Walden Company
- Marketing Assistant @ United States Trust Company of Boston-Asset Management
- Brokerage Sales Assistant @ Citi
- National Credit Supervisor @ Morgan Stanley
Stephanie Ptak's Education
- Bryant University
BS (Finance)
Stephanie Ptak's Skills
- PowerPoint
- Proofreading
- Adobe Acrobat
- Sales
- Event Planning
- Office Management
- Business Development
- Market Research
- Proposal Generation
- Fundraising
Stephanie Ptak's Summary
Stephanie Ptak, based in Boston, MA, US, is currently a Senior Executive Assistant at Wellington Management, bringing experience from previous roles at Wellington Management, DALBAR, Inc., Boston Trust & Investment Management Company and United States Trust Company of Boston-Asset Management. Stephanie Ptak holds a BS in Finance @ Bryant University. With a robust skill set that includes PowerPoint, Proofreading, Adobe Acrobat, Sales, Event Planning and more, Stephanie Ptak contributes valuable insights to the industry. Stephanie Ptak has 2 emails on RocketReach.
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