Stephanie Wheeler Email & Phone Number
Senior Vice President, Senior Trust Advisor @ Northern Trust Corporation
Stephanie Wheeler's Location
Newport Beach, CA, US
Stephanie Wheeler's Work
- Senior Vice President, Senior Trust Advisor @ Northern Trust Corporation
- Senior Vice President, Fiduciary @ BNY Mellon
- Senior Vice President and Trust Team Leader @ City National Bank
- Managing Director and Senior Trust Officer @ First Republic
- Trust Officer @ Wells Fargo
- Trust Administrator @ Union Bank
- Sales and Service Trust Specialist @ PNC
Stephanie Wheeler's Education
- The College of New Jersey
B.S. (Business Administration)
- Metropolitan State University of Denver
Certificate (Personal Financial Planning)
Stephanie Wheeler's Skills
- Alternative Investments
- Estate Planning
- Banking
- Public Speaking
- Charitable Trusts
- Financial Planning
- Sales
- Wealth Management Services
- Portfolio Management
- Investments
Stephanie Wheeler's Summary
Stephanie Wheeler, based in Newport Beach, CA, US, is currently a Senior Vice President, Senior Trust Advisor at Northern Trust, bringing experience from previous roles at BNY Mellon, City National Bank, First Republic Bank and Wells Fargo. Stephanie Wheeler holds a B.S. in Business Administration @ The College of New Jersey. With a robust skill set that includes Alternative Investments, Estate Planning, Banking, Public Speaking, Charitable Trusts and more, Stephanie Wheeler contributes valuable insights to the industry. Stephanie Wheeler has 9 emails and 1 mobile phone number on RocketReach.
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