2005 -2007 SVP; Director of Sales and Retention Wealth and Investment Management @
2002 -2005 SVP; Director of Marketing; Wealth and Investment Management @
1999 -2001 SVP; Director of Sales and Services Strategies @
1996 -1999 Managing Director; Private Client Group @
1994 -1996 Managing Director - Affluent Strategy @
1989 -1994 Client Advisor and Relationship Manager @
Stephanie Stanfield Education
University of Pennsylvania - The Wharton School 2000-2001
Virginia Polytechnic Institute and State University
B. S Economics
1983-1987
Stephanie Stanfield Skills
Portfolio Management
Wealth Management
Financial Services
Banking
Strategy
Management
Business Development
Leadership
Marketing Strategy
Wealth Management Services
Talent Management
Mergers & Acquisitions
Business Transformation
Credit
Marketing
Training
Commercial Lending
Product Management
Small Business Lending
Program Management
Analytics
Sales
Strategic Planning
Consumer Lending
Wealth
Entrepreneurship
Finance
Private Banking
Private Equity
Mergers and Acquisitions
Litigation
Claims Handling
Insurance
Excess
Liability
Reinsurance
Workers Compensation
Claims
PowerPoint
Litigation Management
D&O
Risk Mitigation
Team Leadership
Umbrella Insurance
Microsoft Office
Microsoft Excel
Risk Management
Transportation
Customer Service
Coverage
Teamwork
General Insurance
Personal Injury
Commercial Insurance
Research
Property Claims
Social Media
Customer Relations
Public Liability
Legal Liability
Negotiation
Property Damage
Creative Writing
Claims Resolution
Change Management
Automobile
Brokers
Accident
Mediation
Product Liability
Professional Liability
Arbitration
Technical Leadership
Claim
Workers' Compensation Claims
Underwriting
Microsoft Word
Casualty
Financial Analysis
Subrogation
Inland Marine
Claims Management
Property And Casualty Insurance
Insurance Law
Customer Engagement
Commercial Lines
Liability Analysis
General Liability
Stephanie Stanfield Summary
Stephanie Stanfield, based in Tampa, FL, US, is currently a SVP; Sr. Wealth Advisor at Regions Bank. Stephanie Stanfield brings experience from previous roles at Regions Bank, SunTrust Bank, BB&T Corporation and National Financial, a Fidelity Investments Company. Stephanie Stanfield holds a 2000 - 2001 University of Pennsylvania - The Wharton School. With a robust skill set that includes Portfolio Management, Wealth Management, Financial Services, Banking, Strategy and more. Stephanie Stanfield has 3 emails and 3 mobile phone numbers on RocketReach.
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