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Stephanie Michael is a skilled customer service professional with a robust history in financial services and client relations. Currently serving as a Customer Service Representative at Mission Wealth since September 2023, Stephanie previously excelled as a Client Service Specialist at DecisionPoint Financial, LLC, where responsibilities included preparing investment documentation with a 97% accuracy rate and managing over 800 client records. Earlier experience includes roles at Trajan Wealth LLC and Buehler & Berryhill Financial Partners, where Stephanie demonstrated expertise in investment documentation and account management. As Owner/Operator of Michael Enterprises, LLC, strategic procurement processes were managed for various sectors, achieving a 90% success rate in competitive bids. Stephanie started professional career with Assent Marketing Group LLC, optimizing licensing and contracting processes, leading to significant cost savings. Education includes a High School Diploma from Thomas Dale High School.