Stephanie Sharp is a strategic leader and problem solver currently working as a Business Development Strategist at Transamerica, focusing on sales and organic growth strategies. Previously, Stephanie held various roles at Transamerica, including Strategic Director of Client Engagement, where they were responsible for cross-selling initiatives and client satisfaction. With a background as Vice President at Sage Advisory, Stephanie managed client relationships and developed customized investment strategies. Educated at the University of Colorado Boulder in International Business and Marketing, Stephanie is licensed in Series 6, 63, and 65 and has certifications in ESG Investing and HSA.
Location
Austin, United States
This person is not in the org chart
This person is not in any teams
This person is not in any offices