AeroLeads people directory · profile
Katelyn Stephens Email & Phone Number
Manager, Transition Services
at
Avantax
1 work email found
@avantax.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 86%
Current company
Role
Manager, Transition Services
Location
Bossier City, Louisiana, United States
Company size
Who is Katelyn Stephens? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Katelyn Stephens is listed as Manager, Transition Services at Avantax, a with 555 employees, based in Bossier City, Louisiana, United States. AeroLeads shows a work email signal at avantax.com and a matched LinkedIn profile for Katelyn Stephens.
Katelyn Stephens previously worked as Team Lead, Advisor Transition Team at Avantax and Manager, Advisor Experience Team at Hd Vest Financial Services. Katelyn Stephens holds Bachelor Of Arts (B.A.), Political Science And Government from California State University-Channel Islands.
Company email context
Email format at Avantax
This section adds company-level context without repeating Katelyn Stephens's masked contact details.
{first}.{last}@avantax.com
86% confidence
AeroLeads found 1 current-domain work email signal for Katelyn Stephens. Compare company email patterns before reaching out.
Profile bio
About Katelyn Stephens
Katelyn Stephens is a Manager, Transition Services at Avantax. Colleagues describe her as "Does a great job in tackling a problem and solving it."
Current workplace
Katelyn Stephens's current company
Company context helps verify the profile and gives searchers a useful next step.
Avantax
8 roles · 18 years
Katelyn Stephens work experience
A career timeline built from the work history available for this profile.
Manager, Transition Services
Manager, Transition Services
Team Lead, Advisor Transition Team
Feb 2019 - Mar 2023
Manager, Advisor Experience Team
Aug 2017 - Feb 2019
Platinum Consultant
Sep 2014 - Aug 2017
Kid Keeper Coordinator
2012 - Jan 2016
Chief Of Staff
2009 - 2010
~1 yr
Team & coworkers
Colleagues at Avantax
Other employees you can reach at avantax.de. View company contacts for 555 employees →
GO
George Opira
Colleague at AvantaxPittsford, New York, United States
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LS
Lawrence S.
Colleague at AvantaxHillsborough, New Jersey, United States
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BC
Brian Couzens
Colleague at AvantaxNoblesville, Indiana, United States
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JR
Jonathon Ranello
Colleague at AvantaxDenver, Colorado, United States
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BR
Bridget Rosebeary
Colleague at AvantaxOklahoma City, Oklahoma, United States
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WM
William Molina
Colleague at AvantaxGrand Prairie, Texas, United States
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BL
Bruce Lamensdorf
Colleague at AvantaxSan Jose, California, United States
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IJ
Ian Jary
Colleague at AvantaxDallas-Fort Worth Metroplex, United States
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BB
Brent Beck
Colleague at AvantaxDallas-Fort Worth Metroplex, United States
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LH
Levi Haight
Colleague at AvantaxGrand Haven, Michigan, United States
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George Opira
Colleague at AvantaxPittsford, New York, United States
View →
LS
Lawrence S.
Colleague at AvantaxHillsborough, New Jersey, United States
View →
BC
Brian Couzens
Colleague at AvantaxNoblesville, Indiana, United States
View →
JR
Jonathon Ranello
Colleague at AvantaxDenver, Colorado, United States
View →
BR
Bridget Rosebeary
Colleague at AvantaxOklahoma City, Oklahoma, United States
View →
WM
William Molina
Colleague at AvantaxGrand Prairie, Texas, United States
View →
BL
Bruce Lamensdorf
Colleague at AvantaxSan Jose, California, United States
View →
IJ
Ian Jary
Colleague at AvantaxDallas-Fort Worth Metroplex, United States
View →
BB
Brent Beck
Colleague at AvantaxDallas-Fort Worth Metroplex, United States
View →
LH
Levi Haight
Colleague at AvantaxGrand Haven, Michigan, United States
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1 education record
Katelyn Stephens education
FAQ
Frequently asked questions about Katelyn Stephens
Quick answers generated from the profile data available on this page.
What company does Katelyn Stephens work for?
Katelyn Stephens works for Avantax.
What is Katelyn Stephens's role at Avantax?
Katelyn Stephens is listed as Manager, Transition Services at Avantax.
What is Katelyn Stephens's email address?
AeroLeads has found 1 work email signal at @avantax.com for Katelyn Stephens at Avantax.
Where is Katelyn Stephens based?
Katelyn Stephens is based in Bossier City, Louisiana, United States while working with Avantax.
What companies has Katelyn Stephens worked for?
Katelyn Stephens has worked for Avantax, Hd Vest Financial Services, The Village Church, and California State Student Association.
Who are Katelyn Stephens's colleagues at Avantax?
Katelyn Stephens's colleagues at Avantax include George Opira, Lawrence S., Brian Couzens, Jonathon Ranello, and Bridget Rosebeary.
How can I contact Katelyn Stephens?
You can use AeroLeads to view verified contact signals for Katelyn Stephens at Avantax, including work email, phone, and LinkedIn data when available.
What schools did Katelyn Stephens attend?
Katelyn Stephens holds Bachelor Of Arts (B.A.), Political Science And Government from California State University-Channel Islands.
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