Stephanie Bogan is an accomplished executive and entrepreneur with extensive experience in business strategy, growth consulting, and executive coaching within the financial services sector. As the CEO and Chief Possibility Officer of Limitless Advisor Coaching since January 2018, Bogan focuses on empowering financial advisors and fintech founders to achieve success in both their businesses and personal lives. Bogan's prior roles include Senior Vice President of Client Experience & Training at United Capital Financial Advisers, LLC, where responsibility included the design and implementation of an enterprise office model, and founder and CEO of Quantuvis Consulting, which evolved into a respected consulting practice that was acquired by a Fortune 200 company. Earlier experience includes directing marketing and operations at Griepp & Associates, contributing to business strategy and growth for a wealth management practice. Bogan's educational background includes studies at Mt. San Antonio College.
Sign up to view 2 direct reports
Get started
This person is not in any teams