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 the 9th largest U.S. 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

Community Involvement
  • Multiple Sclerosis Society volunteer
  • Give Back Cincinnati volunteer
  • Actively contribute to United Way

Personal
As a mother, a wife and a professional, I strive to maintain balance in my
life through exercising, eating right, doing volunteer work and attending
services at a local Jewish temple or United Methodist church.  Okay, I do all
of these only on occasion, but I strive to do all of these more often while
being dedicated to running a successful indexing business, having a great
time with my family and friends, and continuing to expand my horizons.
About Stephanie
Recent Work