Stephanie Carmel Mba, Cfp®, Cdfa® Email & Phone Number

New York, Ny, Us

Greater New York City Area

A passion to enable all people to live a financially secure and healthy lifestyle.I practice the discipline of financial planning addressing client goals, cash flow, investment allocation and selection, tax planning, risk/insurance, and estate planning.

Revolutionized the incentives - quota setting by delivering 'game changing' global sales quota toolset, end to end management system, and interlock process. Collaborated with global CFOs, COOs, and business leaders to set strategy and implement analytic based incentive models. Role modeled servant leadership techniques to 30-member team of change management and agile consultants, sales operations and financial analysts, research, data scientists, application architects and developers. Accountable for budget and resource management, audit readiness, and controls. Consulted with Pyeongchang, South Korea government officials on post-Olympic growth plans as a member of the Smarter Cities Challenge. - Deployed automation and standardization, increasing staff and sales manager productivity 20+% with ongoing annual improvement by imbedding analytics and cloud technologies producing more accurate and interlock quotas focused on the retention of key talent.- Accelerated quota delivery to tens of thousands of sellers meeting aggressive deadlines.- Leveraged Accelerate methodologies and ceremonies.

Greater New York City Area

Led the competitive winback business at a Fortune 500 Bank headquartered in NYC. Achieved 35% revenue growth exceeding marketshare growth and all assigned targets. Success was broad based; US, Canada, Mexico, Singapore, China, Germany, and England. - Attained 197% of hardware plan, achieving 68% hardware revenue growth, reducing competitive systems 50%.

Greater New York City Area

During this 12 year period, was recognized with an executive promotion and prestigious sales awards. Key to success was driving IBM hardware revenue and financing thru direct client sales, software partnerships, effective motivation of the IBM channel, experimentation with new business models and streamlining the product set becoming the dominant Unix provider in the industry. Held multiple executive positions in sales, marketing, competitive wingback, operations, channels and development. - Excelled as an executive leader during time of major business transformation- Delivered Key ISV partnership projects ie. SAP Hana, Vision and Sector 7 - Increased Systems marketshare in our Outsourced clients - amongst our largest accounts- Developed the market for cross brand/leasing deals, consistently over-achieving business objectives

Master Of Business Administration - Mba, Marketing/Economics

Bachelor Of Science - Bs, Communication Studies

Activities and Societies: - Member of Alpha Chi Omega Sorority and NU Woman's Gymnastics Team