Stephanie Svenson

Director of Preferred Accounts | Employee Benefits
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Stephanie oversees the team of Account Managers and Benefit Coordinators in the middle-market employee benefits space. She strategically partners on accounts to help develop client relationships. Stephanie provides excellent client service and has a high record of retention.

Before joining the firm, Stephanie had a career in retail leadership for 25 years. In addition to that, she ran her own business as a managing broker for a real estate brokerage firm.

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