CRM Consultants
Stephanie Dannebaum, ChFC®, MBA/MPP
Founder & Principal CRM Consultant
In 2012, I began my career as a business consultant for a Real Estate Brokerage firm after completing my Bachelor of Science degree from California Polytechnic State University, San Luis Obispo in California. A few years later I decided to go back to school and earn my Master of Business Administration and Master of Public Policy from Mills College in Oakland, California.
During my joint-master program, I was introduced to the field of financial planning. It was a perfect blend of my passion of working with others and helping them achieve their goals. After internships with a large ESG mutual fund company and a Fee-Only RIA, I started as an Operations Associate for one of the largest independent Registered Investment Advisory (RIA) firms in the country.
For the next 7 years I advanced my career by holding various positions including Client Service Manager, Portfolio Administrator, and Junior Financial Advisor and obtained my Chartered Financial Consultant (ChFC ®) designation.
During my career, I found financial advisor technology as a major barrier to growth for most Registered Investment Advisory (RIA) firms. I created Stephanie Dannebaum Consulting to help Registered Investment Advisory (RIA) firms successfully implement their customized client services processes with the robust features Redtail CRM and Wealthbox CRM has to offer. I love to construct tangible solutions and have always been the resident technology and software expert.
When not helping RIA firms, you can find Stephanie spending time traveling, camping, skiing or being outdoors with her husband Richard, daughter Olivia and two dogs Sterling (Black Lab mix) and Webster (Boxer mix).
Stephanie Dannebaum, ChFC®, MBA/MPP
CRM Strategic Partner
Hello! I am the Founder and CRM Consultant at Stephanie Dannebaum Consulting, a CRM Consulting firm for Financial Advisors and Financial Planners. In my role as a strategic partner, my goal is to be a facilitator to guide Financial Advisors and Planners to elevate their CRM Systems with proven solutions for client success and sustainable business growth.
Before pivoting to a consulting role, I spent the last decade gaining experience in operations, investment management, and financial planning. I have first hand experience with various software systems, predominantly CRM systems such as Redtail CRM (now owned by Orion) and Wealthbox CRM. It is my mission to develop CRM systems based on roles and business goals to ensure the highest level of adoption and success.
Education has always been very important to me. I earned my Bachelor of Science from California Polytechnic State University, San Luis Obispo and my Master of Business Administration and Master of Public Policy at Mills College. I also hold the Chartered Financial Consultant designation from the American College.
On a more personal note, I enjoy spending time traveling, skiing, or being outdoors with my husband Richard, daughters Olivia and Paige, and two dogs Sterling (Black Lab mix) and Webster (Boxer mix).