STEPHANIE DANNEBAUM

At Stephanie Dannebaum Consulting, we are subject matter experts of Redtail CRM and Wealthbox CRM. We provide consulting services for Financial Advisors and Financial Planners to achieve time efficiency and a seamless client experience... For the last 9+ years, Stephanie has built her financial services experience working for various fee-based and fee-only financial advisory firms in multiple capacities including investment management, financial planning, and operations. She also obtained her Chartered Financial Consultant (ChFC ®) designation... Schedule a Complementary Discovery Call to find out how we help firms quickly implement and enhance Customer Relationship Management (CRM) features.

Also known as: Stephanie Dannebaum Consulting, Stephanie Dannebaum LLC

Primary location: Pleasant Hill United States