Stephanie Chow

Client Service Associate @ Signature Estate & Investment Advisors

About Stephanie Chow

Stephanie Chow is a Client Service Associate currently working at Signature Estate & Investment Advisors, LLC. She has a background in client service and leadership roles within Delta Sigma Pi, along with a degree in Financial Mathematics and Statistics from UC Santa Barbara.

Work at Signature Estate & Investment Advisors

Stephanie Chow currently serves as a Client Service Associate at Signature Estate & Investment Advisors, LLC. She has held this position since 2022, contributing to the firm's commitment to providing exceptional client service. In her role, she engages with clients to address their needs and support their financial goals.

Previous Experience at UBS

Prior to her current position, Stephanie worked at UBS as a Client Service Associate from 2020 to 2021. During her tenure in Manhattan Beach, California, she was responsible for assisting clients with their inquiries and ensuring a high standard of service. This role provided her with valuable experience in the financial services industry.

Involvement with Delta Sigma Pi

Stephanie has a significant history with Delta Sigma Pi, a professional business fraternity. She served in various roles, including Assistant Pledge Educator in 2017, Vice President of Alumni Relations in 2018, and Finance Committee member in 2016. Additionally, she was the Banquet Chair from 2015 to 2017 and held the position of Chancellor for five months in 2015. Her involvement spanned several years and included leadership and educational responsibilities.

Educational Background at UC Santa Barbara

Stephanie Chow studied at the University of California, Santa Barbara, where she earned a Bachelor of Science degree in Financial Mathematics and Statistics. Her studies, completed from 2014 to 2019, provided her with a strong foundation in quantitative analysis and financial principles, which she applies in her professional roles.

Experience at McConnell's Fine Ice Creams

Before her roles in finance, Stephanie worked at McConnell's Fine Ice Creams as Front of House from 2017 to 2019. This position allowed her to develop customer service skills and gain experience in a fast-paced retail environment, further enhancing her ability to engage with clients.

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