Stephanie Poe

Stephanie Poe, CLU® is a seasoned professional in wealth management, currently serving as a Wealth Management Senior Operations Specialist at Park Avenue Securities since September 2021. Prior to this role, Stephanie held the position of Registered Operations Leader at Ameriprise Financial Services, LLC from January 2018 to September 2021, and was involved with Northwestern Mutual in various capacities including Associate Wealth Management Advisor and Associate Financial Representative from November 2013 to December 2017. Stephanie's experience also includes roles as an Accountant at bebe stores and Lucas E. Sorensen, CPA, Inc., along with an internship at Northwestern Mutual. Stephanie holds a Bachelor of Science degree in Business Administration with a focus on Accounting from the University of San Francisco, completed in 2011.