Stephanie is a part of the EAS executive team and has worked in finance and technology since 1987. Starting her career at a boutique brokerage firm, Stephanie moved to First Trust Corporation (aka Fiserv Investment Support Services) where she spent over 20 years with the IRA custodian. Working on the technology side of business acquisitions and system conversions, Stephanie was promoted to manage business analysts and moved into Product Development in the 401(k) record-keeping space, then to the Advisor Custody arena. Fiserv ISS was acquired by T.D. Ameritrade and Stephanie were instrumental in the conversion process. In 2010, she and Sean Gultig started Equity Advisor Solutions. As VP of Product Management, Stephanie lead a team of analysts and developers to architect the product offering. Her most recent product launch was the Equity Cryptocurrency platform. Her studies were at Regis University, in Computer Information Systems.
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