A Richmond native, Stephanie came to Warren Whitney in 2004 and works with company CEOs and CFOs across Virginia to analyze their organizations and achieve their most important objectives. Stephanie is adept at understanding the big picture and recognizing companies’ needs to find appropriate, effective, value-added solutions.

After learning about the needs of an organization, she determines the most cost-effective approach to match the right Warren Whitney talent level to the task. Because of her background, Stephanie is able to provide insight into strategic issues and perspective on a variety of business situations.

Prior to joining Warren Whitney, Stephanie was a commercial lending officer for Bank of America and BB&T. In a high-service, client-focused environment, she worked with companies with $5-$500 million in revenues with capital markets, insurance, leasing, cash management, private client, and asset management services. Senior management recognized her ability to work through complex situations, asking her to intercede in several crisis situations to save key accounts. In relationship reviews, clients frequently cited Stephanie’s skills in financial analysis, deal structuring, and credit approval, as well as her ability to listen to their most important needs and get to the heart of the matter.

She also knows what it takes to work inside organizations going through dynamic change, having worked with Genworth during a period of rapid acquisition and integration. As a financial analyst in their insurance division, her experience included improving processes, enhancing internal efficiencies, product line forecasting, and profitability analysis.