Professional development
Publishing related
- Completed the Graduate School (USDA), Basic Indexing course
- Attended workshops/sessions:
- "NASCAR Indexing, Creating and Maintaining Speed"
- "Term Selection and the Business of Indexing"
- "Indexing Children's Books"
- "Embedded Indexing"
- "PDFs in the Indexing Process"
- "An XML Tagging Scheme for Describing Index Information"
Business related
- Earned Accounting and Finance degree, BBA double major,
University of Cincinnati
- Completed graduate courses: Managerial Accounting; Human
Resources, Xavier University
- Attended Advanced Mutual Fund training, Diversity training, Needs-
based selling training, Portfolio Management training and various
management classes through Fidelity Investments
- Attended IRS tax course sponsored by the city of Cincinnati
Professional Experience
Banking
- As an Assistant Vice President for a large regional bank, I was in
charge of regulatory communications with the Federal Reserve and
state agencies.
- I also managed in operations and customer service (quality control)
and served as a financial analyst.
Securities
- Series 7 securities licensed since 1994 and licensed to supervise
sales practices in the securities industry since 1997
- 5 years of management, sales and customer service experience with
one of the world’s large mutual fund companies
- 8 years of sales supervision and securities (SEC and NASD)
compliance experience with large, NYSE brokerage firms
- Licenses include: Series 7, 8, 24, 63 & 66
Publishing
Other information
Interests and studies
- Currently in graduate school focusing on an MA in Counseling
- Yoga, meditation, exercise
- Art history and science fiction
- Spiritual growth and balance
- Travel
Community Involvement
- Multiple Sclerosis Society volunteer
- Give Back Cincinnati volunteer
- Actively contribute to United Way
- Warren County CASA volunteer
About Stephanie