Since 2018, Stephanie Trexler has been working in Grand Wealth Management situated 903, 903. This professional is a competent Associate Financial Advisor with over five years of work experience. According to Stephanie's resume and work profile, this expert has worked at more than five places with numerous backgrounds and gained various skills. Stephanie attended school at the Kansas State University from 2019 to 2021. This expert has professional certification in Series 7 and Series 66. Stephanie can be found in Grand Rapids, Michigan – where this expert currently lives. You can search for the professional's e-mail and phone. We can also provide you with exhaustive contact information upon request.
Name variants:
Stephany Trexler,
Stephania Trexler,
Stephana Trexler,
Stefanie Trexler,
Stefania Trexler,
Stefana Trexler,
Steffanie Trexler,
Steph Trexler,
Stephie Trexler,
Steff Trexler,
Steffy Trexler,
Stevie Trexler
Last updated Jun 20, 2024
Contact Information
Workplace
Colleagues
Work History
Associate Financial Advisor
333 Bridge St northwest SUITE 800, Grand Rapids, MI 49504
Responsibilities:
Build and maintain client relationships in partnership with the Senior Advisors.
Attend meetings held by Advisors with clients and prospects
Work with clients to ensure...
from Feb 2018
Client Relationship Manager
900 Wilshire Dr SUITE 200, Troy, MI 48084
Responsibilities:
· Foster respected and enduring relationships with high net worth individuals, including existing clients as well as new prospects
· Initiate and follow through on clien...
Apr 2017 — Jan 2018
Financial Advisor
Michigan
Participate in all aspects of financial planning process, including being primarily responsible for collection of client data, input of data in financial planning software, and presentation...
Sep 2014 — Apr 2017
Associate Advisor
735 west Lake Lansing Rd, East Lansing, MI 48823
Assisted lead planner in all aspects of financial planning
Maintained client records in Junxure CRM system
Created proposals for annuity and insurance needs
Worked in fast-paced environm...
Sep 2013 — Sep 2014
Education
2019 — 2021
2009 — 2013
Occupations
Executive
Board Member
Financial Broker
Financial Consultant
Supporting Member
Accountant
Finance and Accounting Specialist
Management Team Executive
Operations Manager
Financial Services Professional
Financial Services Sales Agent
Team Member
Accounting Bookkeeper
Bookkeeper
Skills
Customer Service
Management
Sales
Powerpoint
Teamwork
Accounting
Microsoft Office
Time Management
Financial Services
Microsoft Excel
Public Speaking
Microsoft Word
Finance
Research
Access
Windows
Social Media
Outlook
Strategic Financial Planning
FAQs about Stephanie Trexler
What is the main profession of Stephanie Trexler?
The expert is a Board Member.
What jobs is Stephanie Trexler proficient at at?
Stephanie is a professional such jobs as Executive and Board Member.
Where is Stephanie Trexler currently located?
The professional is currently located in Grand Rapids, Michigan.
Where did Stephanie Trexler work?
This person worked at Grand Wealth Management, Fpa of Michigan.
Where has Stephanie Trexler studied?
Stephanie studied at the Kansas State University from 2019 to 2021.
Are there any professional certifications, that Stephanie Trexler has?
This professional received the following certifications: Series 7, Series 66, State of Michigan Health, Life & Disability Insurance License, and Certified Financial Planner (Cfp).
What is professional industry that Stephanie Trexler is connected to?
This person works in Financial Services industry.
What are professional skills of Stephanie Trexler?
This person has the following skills: Customer Service, Management, Sales, Powerpoint, Teamwork, Accounting, Microsoft Office, Time Management, Financial Services, Microsoft Excel, and Public Speaking.