Stephanie Sharp

FAQ About Stephanie Sharp

• What is Stephanie Sharp's address?

  Stephanie Sharp is located at
  Austin, Texas, United States

• What is Stephanie Sharp's job title?

  Stephanie Sharp is a
  Highly flexible and adaptable leader with a diverse background spanning more than two transformative decades in financial services, insurance and high tech. Strong strategic client relationship management and engagement, business development, process /operations/enablement and successful go-to-market strategy results. Demonstrated, successful track record building new or deepening and strengthening existing home office, plan sponsor, private clients, institutional consultant, record keeping platforms, TAMPs and financial advisor relationships within institutional and retail channels across multiple industries. Extensive work with developing custom analytics using Salesforce and Tableau to quantify ROI of distribution efforts, marketing campaigns and targeted client/advisor sales efforts. Experienced stakeholder in consultant-driven and internally led transformation engagements having enterprise-wide impacts. Specific focus on delivering complex and customized solutions to defined contribution plans, cash balance plans, defined benefit plans, foundation/endowment, banking, corporate cash, insurance, Taft-Hartley plans and private clients. Provide strategic support and implementation of programs in relationship & practice management, team-building, developing distribution and channel penetration plans, plan sponsor, advisor and participant education, investor psychology, organizational behavior, product messaging, client experience and working with the HNW female consultant, advisor and their clients. Series 6, 63 & 65 licensed. Fundamentals of ESG Investing Certificate from the US SIF and CHSA Certification from AccessPoint HSA. You can reach me directly at: 512-970-1155 Transamerica

• What industry does Stephanie Sharp currently work in?

  Stephanie Sharp currently works in the
  Transamerica

• What is Stephanie Sharp's area of expertise?

  Stephanie Sharp specializes in
  Highly flexible and adaptable leader with a diverse background spanning more than two transformative decades in financial services, insurance and high tech. Strong strategic client relationship management and engagement, business development, process /operations/enablement and successful go-to-market strategy results. Demonstrated, successful track record building new or deepening and strengthening existing home office, plan sponsor, private clients, institutional consultant, record keeping platforms, TAMPs and financial advisor relationships within institutional and retail channels across multiple industries. Extensive work with developing custom analytics using Salesforce and Tableau to quantify ROI of distribution efforts, marketing campaigns and targeted client/advisor sales efforts. Experienced stakeholder in consultant-driven and internally led transformation engagements having enterprise-wide impacts. Specific focus on delivering complex and customized solutions to defined contribution plans, cash balance plans, defined benefit plans, foundation/endowment, banking, corporate cash, insurance, Taft-Hartley plans and private clients. Provide strategic support and implementation of programs in relationship & practice management, team-building, developing distribution and channel penetration plans, plan sponsor, advisor and participant education, investor psychology, organizational behavior, product messaging, client experience and working with the HNW female consultant, advisor and their clients. Series 6, 63 & 65 licensed. Fundamentals of ESG Investing Certificate from the US SIF and CHSA Certification from AccessPoint HSA. You can reach me directly at: 512-970-1155

• Which languages does Stephanie Sharp speak? 

  Stephanie Sharp speaks the following languages:
  No languages available.

• Which industries has Stephanie Sharp previously worked in?   

  Stephanie Sharp has prior experience in the following industries:
  Transamerica , Sage Advisory , Sage Advisory , Sage Advisory Services, Ltd. Co. , Choice Asset Management , Harte-Hanks Direct Marketing , International Biomedical, Inc. , Olsten Staffing Services

• What is Stephanie Sharp’s work experience?  

  Stephanie Sharp has the following professional experience:
  Transamerica , Transamerica , Sage Advisory , Sage Advisory , Sage Advisory Services, Ltd. Co. , Choice Asset Management , Harte-Hanks Direct Marketing , International Biomedical, Inc. , Olsten Staffing Services .

• How can I find Stephanie Sharp on LinkedIn?  

  You can view Stephanie Sharp’s
  LinkedIn profile at LinkedIn URL.

• What are Stephanie Sharp’s work email addresses?  

  Stephanie Sharp’s work email addresses are
  [email protected] .

• What company does Stephanie Sharp work for?  

  Stephanie Sharp works at
  Transamerica