Stephanie V. WozniakCash Administration Team Lead
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, tracks corporate reorganizations, and collects and distributes income.
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 complete the next great all-American novel.