Stephanie Conway, CAP®, holds a Bachelor’s Degree in Finance from The King's College and has extensive experience in financial services and gift planning. Stephanie worked as a Research Analyst at H.I. Executive Consulting and as a Financial Representative at Northwestern Mutual, where they excelled in client relations and interpreting financial data. After serving as a Public Relations Consultant at RooneyPartners, Stephanie progressed through roles at Stand Together, eventually becoming a Manager in Gift Planning & Family Office Strategies. Currently, Stephanie is the Director of Gift Planning at AmPhil and also works as a Senior Wealth Strategies Associate at UBS.
Location
Yorktown, United States
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