Partner, Client Operations
Stephanie joined IWP with 6 years of experience in the financial services industry. Previously, she was a financial associate with a nationwide wealth management firm, assisting with financial planning, client services, trading, marketing, and account research. She graduated from the University of Denver, Magna Cum Laude, with University Honors and a BSBA in International Business with a minor in Finance. She holds her Series 66 license.