Fpqp™ Stefanie Corrales Shrm-Scp®

Stefanie Corrales, FPQP™, SHRM-SCP®, serves as the Operations Manager for Alternative Investments at Parallel Advisors, LLC since October 2022. With extensive experience in client relationship management and business operations, notable prior roles include Senior Client Service Operations Manager at BakerAvenue Wealth Management and Client Relationship Manager at EP Wealth Advisors. At Personal Financial Consultants, Inc., Stefanie held the position of Chief Operating Officer, where strategic direction and operational oversight were paramount. Career highlights include successfully achieving over 90% retention of legacy clients post-acquisition, fostering a collaborative team culture, and leading critical initiatives impacting client service and operations. Stefanie has also demonstrated leadership in integrating businesses and improving workflow processes within various financial institutions throughout their career.