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Stephanie V. Wozniak

Account & Trust Administration Associate

As Team Lead and a member of the Operations Team, Stephanie is responsible for executing a variety of security and cash transactions on behalf of clients. She performs account transfers and reviews multiple types of cash transactions.

Stephanie works with the Operations Team to establish and maintain client account information and asset data across multiple internal databases. She interacts daily with members of the Wealth Management Team to ensure client transactions are executed accurately and efficiently. 

As a nature enthusiast, Stephanie enjoys hiking the local nature trails and exploring the great outdoors with her family. On the weekends, Stephanie and her children often volunteer their time to help raise awareness and money for charities such as Kisses for Kyle. She also loves to write and hopes to someday write the next great all-American novel.