Katie Stefanski
About Katie Stefanski
Katie Stefanski is a Business Development Specialist at UBS, where she has worked since 2018, focusing on financial education and marketing strategies. She also serves as a Professional Nanny and Personal Assistant at Unique Marketers and is actively involved in community initiatives through the Bretton Ridge Women’s Club.
Work at UBS
Katie Stefanski has been employed at UBS as a Business Development Specialist since 2018. In her role, she focuses on implementing the Financial Education Program (EVERFI), which provides clients with digital and interactive personal finance courses. She manages the team website, LinkedIn bios, and profiles, and organizes upcoming events. Additionally, she prepares, analyzes, and submits forms for compliance purposes, ensuring that all operations meet regulatory standards. Katie also develops strategic marketing plans and evaluates their effectiveness annually, contributing to the overall growth and success of the business unit.
Education and Expertise
Katie Stefanski earned her Bachelor of Arts degree in Language Arts/Planned Elementary from Siena Heights University, where she studied from 2005 to 2009. This educational background has equipped her with strong communication skills, which she applies in her current role at UBS. Her expertise extends to business development and marketing strategies, particularly in the financial sector, where she has developed skills in client engagement and compliance management.
Background
Before her tenure at UBS, Katie Stefanski worked as a summer co-op at Bendix Commercial Vehicle Systems LLC from 2004 to 2005 in Elyria, Ohio. This early experience provided her with foundational knowledge in a corporate environment. In addition to her role at UBS, she has been working as a Professional Nanny/Personal Assistant at Unique Marketers since 2010, demonstrating her versatility and ability to manage diverse responsibilities.
Achievements
Katie Stefanski has successfully exceeded a goal of 20% return by executing client feedback surveys and converting the feedback into marketable campaigns. She is also actively involved in planning and executing events for high-net-worth clients and prospects, showcasing her ability to engage with a targeted clientele. Additionally, she personalizes and maintains marketing materials through Advisor Marketing Central for Shore West Financial Group and rebrands team pitch books for prospective clients.
Community Involvement
Katie Stefanski is an active member of the Bretton Ridge Women’s Club, where she focuses on community building through philanthropic and social events. Her involvement in the club highlights her commitment to fostering community relationships and supporting local initiatives. Furthermore, she engages in DIY projects, including the renovation of a 1964 ranch with her husband, reflecting her interest in home improvement and personal projects.