As Co-founder and Vice President of Product Management for Equity Advisor Solutions, I am responsible for the implementation of enhanced and customized offerings for our platform.Specialties: System Conversion Management, New Product development and implementation, Technology interfaces and solutions
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Executive DirectorInnovayteArvada, Co, Us -
Vice PresidentEtc Brokerage Services Jun 2023 - PresentWestlake, Ohio, United States
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Vp, Product ManagementEquity Advisor Solutions, Llc. Jan 2011 - Oct 2023Denver, ColoradoEquity Advisor Solutions provides Custody and Back Office solutions for RIAs, TAMPS, Hybrids and Broker Dealers. Equity Advisor Solutions is an affiliate of Equity Trust Company.
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Owner/ConsultantStephanie Gutierrez Consulting Mar 2010 - Jan 2011Currently on contract providing Product Management. Researching vendor solutions and creating system design and process flow for a financial services company.
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Manager Of Client ServicesLincoln Trust Company Dec 2009 - Feb 2010Transitioning product management of IRA business and aiding in Marketing initiatives for the organization. -
Product ManagerFiserv Investment Support Services 2005 - Nov 2009 -
Sr. Business AnalystFiserv Iss Feb 2000 - Dec 2004Manage technology initiatives for business channel servicing third party record keepers, TPAs. Interfaces with major record keeping systems, Relius, Schwab Retirement Technologies, Investlink. Responsible for custom software; omnibus trading engine, automated distribution engine, portfolio accounting software, self-directed brokerage platform, etc.
Stephanie Gutierrez Education Details
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Computer Information Systems -
Central Bible College
Frequently Asked Questions about Stephanie Gutierrez
What company does Stephanie Gutierrez work for?
Stephanie Gutierrez works for Innovayte
What is Stephanie Gutierrez's role at the current company?
Stephanie Gutierrez's current role is Executive Director.
What schools did Stephanie Gutierrez attend?
Stephanie Gutierrez attended Regis University, Central Bible College.
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Stephanie Gutierrez
New Orleans, La -
3thundervalley.org, parentsasteachers.org, wustl.edu
2 +131443XXXXX
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Stephanie Noble
Implementation Manager | Driving Digital Solutions For Accessible Healthcare | Data Management And Clinical ResearchCosta Mesa, Ca1ambrygen.com -
Stephanie Gutierrez
San Francisco Bay Area1google.com -
Stephanie Gutierrez
Lynn, Ma2rocklandtrust.com, commcorp.org
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