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Cfp Stephanie Feldman Ctfa

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Cfp Stephanie Feldman Ctfa

Senior Vice President, Wealth Advisor | Mesirow

Chicago, Illinois, United States

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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.

General

Specialist

Technical Background

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Organisational experience

Corporate Experience

Cfp Stephanie Feldman Ctfa

Work Experience

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Senior Vice President, Wealth Advisor at

Mesirow

October 2017 - Present

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Vice President, Wealth Specialist at

Mesirow

October 2013 - Present

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Vice President & Senior Trust Officer at

Bank of America Pvt Wealth Management

September 2010 - October 2013

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Trust Administrative Officer II at

Bank of America Pvt Wealth Management

January 2007 - August 2010

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Relationship Manager, Second Vice President at

Northern Trust

January 1998 - January 2006

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Vice President, Wealth Specialist at

Mesirow Financial

Present

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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

mail

*****************@mesirow.com

*******@mesirowfinancial.com

****************@ymail.com

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Paul Baker

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