Stephanie Sammons spent over 15 years in the financial services industry at two of the largest global wirehouse firms, Merrill Lynch and UBS, serving as a Financial Advisor, Branch Manager, and Regional Marketing Manager.In her various positions at both firms, Stephanie completed two high-level corporate leadership development programs and served in a leadership capacity to thousands of financial advisors while managing a book of high net worth clients. She developed and implemented numerous successful financial advisor training programs around personal branding, niche marketing, client management and acquisition, and referral marketing at both Merrill Lynch and UBS. In addition, Stephanie led high level sales and marketing campaigns, client events, and financial advisor top producer initiatives.\r\n\r\nStephanie holds the professional CFP® designation as well as Series 3, 63, 65, 7, 9, and 10 licenses. She is a regular contributor to the Social Media Examiner and Horsesmouth.\r\n\r\nOut of her passion for marketing, relationships, financial services and technology, Stephanie founded WIRED ADVISOR to help financial advisors, financial services firms, and strategic partners position for success in a wired world. Stephanie's unique industry background, financial advisor sales and marketing experience, and knowledge of industry regulations have catapulted her as a reputable expert in the field of online new media marketing and social media.\r\n\r\n
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Authoritative analysis and perspective for data management professionals.