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Stephanie Mathis

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Stephanie Mathis

Managing Director, Senior Private Banker | Fieldpoint Private

Orlando, Florida, United States

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Stephanie Mathis

Summary

Stephanie Mathis is a seasoned banking professional with over a decade of experience in various roles within the financial services industry. Currently serving as the Managing Director and Senior Banking Advisor at Fieldpoint Private, she has a proven track record in consumer lending, credit analysis, and financial risk management. Her career spans notable institutions including Truist and Fifth Third Bank, where she honed her expertise in relationship management and strategic planning. Stephanie's diverse background also includes a unique stint in public relations with Sunoco, showcasing her versatility. She is passionate about leveraging her extensive knowledge to drive innovation and enhance customer experiences in banking. A licensed real estate agent, she also brings a unique perspective to her financial advisory role. Based in Orlando, Florida, she is dedicated to fostering strong client relationships and navigating complex financial landscapes.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Emerging Technologies

Leadership Development

Innovation

Organisational experience

Corporate Experience

Stephanie Mathis

Work Experience

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Managing Director, Senior Private Banker at

Fieldpoint Private

July 2023 - Present

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Private Banking Lending Advisor at

Fieldpoint Private

October 2021 - July 2023

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Credit Support Officer, AVP at

Truist

September 2013 - October 2021

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PR at

Sunoco LP

January 2011 - October 2021

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Consumer lending Specialist at

Suntrust Bank

September 2013 - December 2019

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Personal Banker at

Fifth Third Bank

December 2010 - September 2013

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Stephanie Mathis

Education

Gold Coast Schools, License

January 2020

DeLand High school

Frequently Asked Questions about Stephanie Mathis

What is Stephanie Mathis email address?

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

What company does Stephanie Mathis work for?

Stephanie Mathis is a Managing Director, Senior Private Banker at Fieldpoint Private, a company specializing in Functions related to depository banking.

Where Stephanie Mathis graduated from?

Stephanie Mathis holds a degree in Licensed Real Estate Agent from Gold Coast Schools.

How can I directly contact Stephanie Mathis?

To contact Stephanie Mathis directly, you can use the email address ***************@fieldpointprivate.com. Complete contact information is available upon registration with Muraena.

Who is Stephanie Mathis?

Stephanie Mathis is a seasoned banking professional with over a decade of experience in various roles within the financial services industry. Currently serving as the Managing Director and Senior Banking Advisor at Fieldpoint Private, she has a proven track record in consumer lending, credit analysis, and financial risk management. Her career spans notable institutions including Truist and Fifth Third Bank, where she honed her expertise in relationship management and strategic planning. Stephanie's diverse background also includes a unique stint in public relations with Sunoco, showcasing her versatility. She is passionate about leveraging her extensive knowledge to drive innovation and enhance customer experiences in banking. A licensed real estate agent, she also brings a unique perspective to her financial advisory role. Based in Orlando, Florida, she is dedicated to fostering strong client relationships and navigating complex financial landscapes.

Stephanie`s contact details

mail

***************@fieldpointprivate.com

****************@suntrust.com

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