Consulting and Training
Stefanie came to AdvisorEnigne with several years of experience in the FinTech world. She spent the majority of her career as a tech expert in client-facing roles, including client services, onboarding, inside sales, and training. At AdvisorEngine, her primary focus is training new clients on the benefits and features of AdvisorEngine, as well as helping firms understand best practices. She offers our clients in-depth web-based training, along with on-site training for larger firms to fully utilize the AdvisorEnigne platform. Stefanie enjoys engaging with clients to help create efficiencies, while understanding how our solution can better their firm.