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Jennifer Stephenson

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Jennifer Stephenson

Partner, Chief Planning Officer | SignatureFD

United States

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Jennifer Stephenson

Summary

Jennifer Stephenson is a seasoned finance professional with extensive experience in financial planning and strategic leadership. Currently serving as the Partner and Chief Planning Officer at SignatureFD, she has a strong background in depository banking and assurance services. Jennifer has successfully transitioned through various roles, showcasing her expertise in financial planning and business development. Her career includes significant contributions at Ernst & Young and Accion USA, where she honed her skills in assurance and business development. With a Master's in Accountancy from Georgia State University and a Bachelor's in Business Accounting from Boston College, she combines academic rigor with practical expertise. Passionate about leadership and innovation in finance, Jennifer is committed to driving strategic growth at SignatureFD. Her journey reflects a blend of corporate experience and a focus on fostering relationships in the financial sector.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Consulting Experience

Jennifer Stephenson

Work Experience

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Partner, Chief Planning Officer at

SignatureFD

January 2023 - Present

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Director of Financial Planning at

SignatureFD

January 2019 - January 2023

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Senior Financial Planner at

SignatureFD

February 2012 - December 2018

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Senior - Assurance at

EY

October 2009 - February 2012

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Business Development Specialist at

Ascendus

August 2007 - August 2008

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Jennifer Stephenson

Education

J. Mack Robinson College of Business, Masters Of Accountancy

January 2008 - January 2009

Boston College - Carroll School of Management, Bs

January 2003 - January 2007

Frequently Asked Questions about Jennifer Stephenson

What is Jennifer Stephenson email address?

Jennifer Stephenson's primary email address is *******************@ey.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Jennifer Stephenson work for?

Jennifer Stephenson is a Partner, Chief Planning Officer at SignatureFD, a company specializing in Functions related to depository banking.

Where Jennifer Stephenson graduated from?

Jennifer Stephenson holds a degree in Accounting from J. Mack Robinson College of Business.

How can I directly contact Jennifer Stephenson?

To contact Jennifer Stephenson directly, you can use the email address *******************@ey.com. Complete contact information is available upon registration with Muraena.

Who is Jennifer Stephenson?

Jennifer Stephenson is a seasoned finance professional with extensive experience in financial planning and strategic leadership. Currently serving as the Partner and Chief Planning Officer at SignatureFD, she has a strong background in depository banking and assurance services. Jennifer has successfully transitioned through various roles, showcasing her expertise in financial planning and business development. Her career includes significant contributions at Ernst & Young and Accion USA, where she honed her skills in assurance and business development. With a Master's in Accountancy from Georgia State University and a Bachelor's in Business Accounting from Boston College, she combines academic rigor with practical expertise. Passionate about leadership and innovation in finance, Jennifer is committed to driving strategic growth at SignatureFD. Her journey reflects a blend of corporate experience and a focus on fostering relationships in the financial sector.

Jennifer`s contact details

mail

*******************@ey.com

*******************@uk.ey.com

***********@accioneast.org

*******************@signaturefd.com

Colleagues

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Ashley Corban

Partner, Chief Financial and People Officer

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Laura Hubbell Cfa

Partner, Chief Information Officer

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Crystal Mathis

Chief Marketing Officer and Partner

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Crystal Mathis

Chief Marketing Officer and Partner

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David Fisher

Co-Founder and Chief Wealth Officer

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Katie Mercer Amy

Partner, Chief Compliance Officer

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Tim Maurer

Chief Advisory Officer

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Heather Robertson Fortner

Chief Executive Officer

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Cfp Margaret Huang Casey

Chief Service Officer

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