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Cfp Stephanie Feldman Ctfa
Cfp Stephanie Feldman Ctfa
Senior Vice President, Wealth Advisor | Mesirow
Chicago, Illinois, United States
Cfp Stephanie Feldman Ctfa
Summary
Stephanie Feldman is a dedicated Vice President and Wealth Specialist at Mesirow Financial, based in Chicago, Illinois. With a focus on the financial services sector, she brings a wealth of knowledge and expertise in wealth management to her role. Stephanie is passionate about helping clients navigate their financial journeys and achieve their financial goals. Her commitment to professional development is evident in her pursuit of certifications like CFP® and CTFA. She thrives in dynamic environments and is known for her strong analytical skills and attention to detail. Stephanie values collaboration and often works closely with diverse teams to deliver tailored financial solutions. Outside of her professional life, she is interested in community engagement and financial literacy initiatives. Her ability to adapt and grow in a competitive industry makes her a valuable asset to her organization and clients alike.
Cfp Stephanie Feldman Ctfa
Work Experience
Senior Vice President, Wealth Advisor at
Mesirow
October 2017 - Present
Vice President, Wealth Specialist at
Mesirow
October 2013 - Present
Vice President & Senior Trust Officer at
Bank of America Pvt Wealth Management
September 2010 - October 2013
Trust Administrative Officer II at
Bank of America Pvt Wealth Management
January 2007 - August 2010
Relationship Manager, Second Vice President at
Northern Trust
January 1998 - January 2006
Vice President, Wealth Specialist at
Mesirow Financial
Present
Cfp Stephanie Feldman Ctfa
Education
ABA TRUST SCHOOL
January 2007 - January 2008
University of Wisconsin-Madison, Bachelor Of Science (Bs)
January 1994 - January 1998
Frequently Asked Questions about Cfp Stephanie Feldman Ctfa
What is Cfp Stephanie Feldman Ctfa email address?
Cfp Stephanie Feldman Ctfa's primary email address is *****************@mesirow.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Cfp Stephanie Feldman Ctfa work for?
Cfp Stephanie Feldman Ctfa is a Senior Vice President, Wealth Advisor at Mesirow, a company specializing in Functions related to depository banking.
Where Cfp Stephanie Feldman Ctfa graduated from?
Cfp Stephanie Feldman Ctfa holds a degree in National And Graduate Trust School from ABA TRUST SCHOOL.
How can I directly contact Cfp Stephanie Feldman Ctfa?
To contact Cfp Stephanie Feldman Ctfa directly, you can use the email address *****************@mesirow.com. Complete contact information is available upon registration with Muraena.
Who is Cfp Stephanie Feldman Ctfa?
Stephanie Feldman is a dedicated Vice President and Wealth Specialist at Mesirow Financial, based in Chicago, Illinois. With a focus on the financial services sector, she brings a wealth of knowledge and expertise in wealth management to her role. Stephanie is passionate about helping clients navigate their financial journeys and achieve their financial goals. Her commitment to professional development is evident in her pursuit of certifications like CFP® and CTFA. She thrives in dynamic environments and is known for her strong analytical skills and attention to detail. Stephanie values collaboration and often works closely with diverse teams to deliver tailored financial solutions. Outside of her professional life, she is interested in community engagement and financial literacy initiatives. Her ability to adapt and grow in a competitive industry makes her a valuable asset to her organization and clients alike.
Cfp`s contact details
*****************@mesirow.com
*******@mesirowfinancial.com
****************@ymail.com
Colleagues
Managing Director, CISO
Assistant Vice President / Claim Advocate Lead
Sr. Managing Director
President
Senior Managing Director
Senior Vice President
Vice President, Private Equity
Vice President
Managing Director
Sr. Managing Director Fixed Income