EQUIPOISE & FINANCE PROFESSIONALS - Key Persons
From the beginning, Penelle loved science and solving the unsolvable. With an accounting background in tax and plain old accounting fundamentals, Penelle enjoys the nitty-gritty of insurance accounting, and getting it right. While Penelle still works with Clients on Special Projects, her primary focus is now the financials of EQP! - and the alchemy of our strategic growth.
Have you ever met someone so knowledgeable about finance, insurance, and accounting yet who still relates to people? Neither had we. As Client Success Advisor, Stephanie focuses on new Client inquires and is the first person you'll talk to when enquiring about a quote. She'll take time getting to know you, your current accounting needs and how EQP! can make it even better once we join forces. Speaking of joining forces, Stephanie also works with current Clients, staying in touch to make sure our relationship continues to meet expectations. No matter the tenure of our Client, her honest dialogue will ensure success for all of us.