Stephanie Comer is a Wealth Advisor | Active Stewardship/Active Progress at Distinct Wealth Management | Yolie Kernes & Associates.
Distinct Wealth Management | Yolie Kernes & Associates
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Wealth AdvisorDistinct Wealth Management | Yolie Kernes & Associates Mar 2022 - PresentOklahoma City Metropolitan AreaSecurities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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Vice President, Manager Of The Private Bank Oklahoma CityValliance Bank May 2020 - Apr 2022 -
Avp - The Private BankValliance Bank May 2019 - May 2020 -
Private BankerCrossfirst Bank Mar 2017 - May 2019Oklahoma City, Oklahoma Area -
Private Banking AssistantCrossfirst Bank Mar 2016 - May 2019Oklahoma City, Ok -
Commercial Loan AssistantArvest Bank Feb 2014 - Mar 2016Responsible for credit monitoring and portfolio management of Commercial Banking relationships to achieve efficiencies and quality of the process and product, retention and expansion of existing client relationships, growth of total client assets and net growth in relationships. Primary performance responsibilities include analyzing financial data to determine the merits of loan requests (including adherence to loan policy), recommending structure, collecting financial statements, as well as identifying cross selling/referring opportunities of other deposits services. Maintain and build loans and deposits, fee income and referrals of business.Partner with the Relationship Manager as the point of a contact for the client; acting as a liaison to the Credit Department, the Commercial support staff and other internal business partners. Monitor loan repayment activities and financial condition of borrowing clients and take necessary action to collect past due accounts and ongoing repayment ability of all other accounts. May assume overall responsibility for the credit quality of the loan portfolio. Serve as a contact manager for non-borrowing accounts and loan clients for matters relating to other banking services.Operates in full compliance with internal policies and procedures as well as applicable regulations and laws.Delivering an exceptional customer experience during every interaction. Ongoing focus on building solid and long lasting relationships by engaging all clients in a positive manner. Which includes undivided attention, straightforward and knowledgeable service and ensure that the client’s best interests are my number one priority. Consistency around customer experience guidelines is key and expected. My goal is to simplify the customer experience and deliver outstanding service to every client, every time. -
Mortgage LenderArvest Bank Sep 2013 - Feb 2014 -
Mortgage Loan OfficerJpmorgan Chase Jul 2012 - Sep 2013 -
Loan Officer'S AssistantAmerican Nation Bank Oct 2006 - Jun 2012
Stephanie Comer Education Details
Frequently Asked Questions about Stephanie Comer
What company does Stephanie Comer work for?
Stephanie Comer works for Distinct Wealth Management | Yolie Kernes & Associates
What is Stephanie Comer's role at the current company?
Stephanie Comer's current role is Wealth Advisor | Active Stewardship/Active Progress.
What schools did Stephanie Comer attend?
Stephanie Comer attended Oklahoma State University-Oklahoma City.
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2cornerstone.edu, smarthinking.com
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1wellsfargo.com
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