Stephanie L. is a seasoned professional with extensive experience in product management across various financial services. Currently serving as the Director - Salesforce Product Manager at Evercore since May 2021, Stephanie manages global Salesforce CRM initiatives for multiple business units. Prior roles include VP Product Manager at Jefferies, overseeing investment banking, fixed income, equities, and wealth management, as well as earlier positions at Jefferies and Standard & Poor's. Stephanie began a career in finance at Firstrade Securities, Inc. and has experience in retail small business management. Educational credentials include a Bachelor of Arts in Economics with a minor in Business Management from Stony Brook University.
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