Stephanie Sharp
About Stephanie Sharp
Stephanie Sharp serves as the Strategic Director of Client Engagement at Transamerica, where she has worked since 2019. With extensive experience in client relations and financial advisory, she has held various leadership roles in the industry, including positions at Sage Advisory and Harte-Hanks Direct Marketing.
Work at Transamerica
Stephanie Sharp currently serves as the Strategic Director of Client Engagement at Transamerica, a position she has held since 2019. In this role, she leads the Mega, Large, and MidMarket Relationship Managers in the Western half of the United States. Her focus is on enhancing client experience and reducing attrition. Prior to this role, she worked as the Lead Client Executive in Client Engagement from 2017 to 2019, where she developed strategies to improve client relationships and engagement.
Previous Experience at Sage Advisory
Before joining Transamerica, Stephanie Sharp held several positions at Sage Advisory. She served as Vice President of National Accounts for one year in 2013-2014 and as Vice President of Consultant & Client Relations for three years from 2014 to 2017. Additionally, she was a Senior Regional Consultant for the Central and Pacific Northwest regions from 2009 to 2013. Her roles involved managing client relationships and developing strategies to enhance service delivery.
Education and Expertise
Stephanie Sharp earned a Bachelor of Science in Business Administration with a focus on International Business and Marketing from the University of Colorado Boulder - Leeds School of Business, completing her studies from 1990 to 1994. She also holds several professional licenses, including Series 6, 63, and 65, which indicate her proficiency in investment and financial advisory services. Additionally, she received the CHSA Certification from AccessPoint HSA and the Fundamentals of ESG Investing Certificate from the US SIF, highlighting her expertise in health savings accounts and sustainable investing.
Background in Marketing and Sales
Stephanie Sharp has a diverse background in marketing and sales, beginning her career as an Outside Sales representative at Olsten Staffing Services from 1994 to 1995. She then transitioned to Harte-Hanks Direct Marketing as an Account Manager from 1996 to 2000. Later, she served as the Director of Marketing & Sales Development at Choice Asset Management for ten months in 2008-2009. Her experience in these roles has contributed to her strong skills in client engagement and relationship management.
Analytical Skills and Tools
In her professional roles, Stephanie Sharp has developed custom analytics using Salesforce and Tableau. These tools have enabled her to quantify the return on investment (ROI) of distribution efforts and marketing campaigns. Her analytical skills support her strategic initiatives in client engagement and enhance the effectiveness of marketing strategies.