Stephanie Trell
Business Consultant at Tiger & Bulldog | New York City Metropolitan Area
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Business Consultant at Tiger & Bulldog in January 2024 to Present
Client Relationship Manager at Voya Investment Management in July 2022 to October 2024
Strategic Account Manager (Merged with Voya) at Allianz Global Investors in January 2022 to July 2022
Regional Sales Director at Little Harbor Advisors ( + Little Harbor Research ) in June 2020 to January 2022
Director- Strategic Business Development at Four Wood Capital Partners in April 2012 to March 2020
Director - Capital Markets at Merrill Lynch in March 2005 to February 2012
Vice President - Capital Market at Citi in October 1993 to February 2005
Sales Associate at Shearson Lehman Brothers in January 1991 to January 1993
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University of Connecticut, Bachelor of Arts - BA
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Client Relationship Manager
Communication and presentation skills
Go-to-Market Strategy
Risk mitigation
Strategic Consulting
Thought Leadership
Strategic Account Development
Fundraising
Professional Services
Residential Real Estate
Retail Sales
Partnership-building
Management Due Diligence
Due Diligence
Planning & Scheduling
Roadshows
Client Services
Team Leadership
Mentoring
client service
Skilled Multi-tasker
Account Management
Environmental, Social, and Governance (ESG)
Customer Contact
Professional Phone Skills
New Account Management
Communication
Time Management
Team Management
Supportive Services
Crisis Communications
Client Relations
Strategic Partnerships
Regulatory Compliance
Sales
Marketing Strategy
Product Development
Alternative Investments
Asset Managment
Customer Relationship Management (CRM)
Capital Markets
Risk Management
Trading
Equities
Portfolio Management
Investments
Wealth Management
Mutual Funds
Product Management
Sales Process
Pivot Tables
Series 7
Microsoft PowerPoint
Bloomberg
Microsoft Excel
Management
Client Service
Relationship Building
Leveraged Finance
FINRA
Hold Series 7
series 24
CRM Databases
PowerPoint development
Licenses 7, 63, 24
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What is Stephanie Trell email address?
Email Stephanie Trell at [email protected] and [email protected]. This email is the most updated Stephanie Trell's email found in 2026.
How to contact Stephanie Trell?
To contact Stephanie Trell send an email to [email protected] or [email protected]. (updated on August 27, 2024)
What company does Stephanie Trell work for?
Stephanie Trell works for Tiger & Bulldog
What is Stephanie Trell's role at Tiger & Bulldog?
Stephanie Trell is Business Consultant
What is Stephanie Trell's Phone Number?
Stephanie Trell's phone (212) ***-*696
What industry does Stephanie Trell work in?
Stephanie Trell works in the Financial Services industry.
Stephanie Trell Email Addresses
Stephanie Trell Phone Numbers
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