Stephanie Guereca

Stephanie Guereca is a seasoned professional with extensive experience in data conversion and client services. Currently serving as a Senior Data Conversion Specialist at Envestnet, Inc. since October 2014, Stephanie is responsible for managing client conversions and ensuring the accurate loading of data onto the ENV platform. Prior to this role, Stephanie held various positions at New York Life Insurance Company, OppenheimerFunds, and completed internships focused on product management and customer service. Stephanie holds a Master of Arts in Non-Profit/Public/Organizational Management from Ashford University and a Bachelor of Science in International Business and Finance from the University of Denver - Daniels College of Business.