Stephanie is a Senior Investment Associate at CCA, responsible for trading, account opening, and client requests.
Prior to joining CCA, Stephanie was a Client Services Associate at Raymond James Financial Services in El Segundo, California, where she managed books of business for multiple advisers and handled client correspondence. Stephanie started her career in finance as an administrative assistant at Anchor Capital Management Group where she was exposed to the client services side of the business. She graduated from Azusa Pacific University and received her Bachelor of Arts degree in Liberal Studies.
Stephanie is originally from Las Vegas, NV and now resides in Los Angeles.
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