CRM Consultants

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).