Stephanie Sharp Email & Phone Number
Engagement Director - Product and Solutions Group @ Transamerica
5 free lookup(s).
Stephanie Sharp Location
- Austin, TX, US
Stephanie Sharp Work
- 2023 - now Engagement Director - Product and Solutions Group @
- 2019 - 2023 Strategic Director - Client Engagement @
- 2017 - 2019 Lead Client Executive - Client Engagement @
- 2014 - 2017 Vice President - Consultant and Client Relations, Central and West @
- 2013 - 2014 Vice President - National Accounts @
- 2009 - 2013 Senior Regional Consultant - Central and Pacific Northwest US @
- 2008 - 2009 Director of Marketing and Sales Development @ Choice Asset Management
- 1996 - 2000 Account Manager @
- 1995 - 1996 Customer Service Manager @
- 1994 - 1995 Outside Sales @
Stephanie Sharp Education
- University of Colorado Boulder
BSBA (International Business & Marketing)
- Lake Forest High School
Stephanie Sharp Skills
- ETFs
- Tactical Investment Management
- Investments
- Fixed Income
- Portfolio Management
- Asset Allocation
- High Net Worth Individuals
- Practice Management
- Municipal Bonds
- Defined Benefit
- Series 7
- Investment Strategies
- Financial Advisory
- Liability Driven Investing
- Taxable Fixed Income
- Cash Balance Plans
- Foundations & Endowments
- Investment Advisory
- Cash Management
- Messaging
- Relationship Management
- Sales Management
- Social Media
- Account Management
- Sales
- Management
- Foundations and Endowments
Stephanie Sharp Summary
- Stephanie Sharp, based in Austin, TX, US, is currently a Engagement Director - Product and Solutions Group at Transamerica. Stephanie Sharp brings experience from previous roles at Transamerica and Sage Advisory. Stephanie Sharp holds a BSBA in International Business & Marketing @ University of Colorado Boulder. With a robust skill set that includes ETFs, Tactical Investment Management, Investments, Fixed Income, Portfolio Management and more. Stephanie Sharp has 3 emails and 1 mobile phone numbers on RocketReach.
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Bonnie Gerst
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Richard Farrell
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Sirage Malani
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Rob Tourt
Chief Information Security Officer
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Priscilla Monzon
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