Stephanie Goldner-Pravaz Email & Phone Number
Who is Stephanie Goldner-Pravaz? Overview
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Stephanie Goldner-Pravaz is listed as Compliance and Operations Executive at ARIA Private Clients, a company with 7 employees, based in Cártama, Andalusia, Spain. AeroLeads shows a matched LinkedIn profile for Stephanie Goldner-Pravaz.
Stephanie Goldner-Pravaz previously worked as Language Data Analyst at Transperfect and Paraplanner | Investment Analyst at Self-Employed. Stephanie Goldner-Pravaz holds Masters In Data Science And Ai, Data Science from Woolf.
Email format at ARIA Private Clients
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About Stephanie Goldner-Pravaz
I am a motivated and experienced Analyst, with a degree in finance, and currently studying a masters in Data Analysis and AI. I have experience in marketing and financial services. My strengths include report writing, analysis, data cleaning and CRM management, customer service, and training. I am proficient at SQL, Excel, Python, Power BI and Tableau. I work fully remotely with flexible hours. If you have a position that you believe would be a good fit, please feel free to message me.
Stephanie Goldner-Pravaz's current company
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Stephanie Goldner-Pravaz work experience
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Paraplanner | Investment Analyst
Current- I am experienced and accredited to work within the Australian system and the UK system and have worked as a remote contractor for a wide variety of clients. I have worked on a range of projects such as:
- Paraplanning
- Specialist Advice for UK Pension Transfers
- Aged Care
- Disability
- SAFs and SMSFs
Data Analyst
Rotational project based contract organising data sets and developing presentations using the following programs:Python, Tableau, Power BI, SQLExplorative Data AnalysisData Cleaning
Investment Product Analyst
Analysis and summary writing using the Microsoft office suite to compile fund profiles for an online platform
Marketing & Business Analyst
For Marketing and Sales, I acted as a CRM Administrator, and coordinated with the sales and marketing teams to ensure that strategies were implemented and carefully managed in Hubspot and Apollo. This included: - Cold outreach- Prospecting, activity-based calling, emailing and social selling - Booking outbound meetings through a multi-channel approach of.
Investment Analyst | Senior Paraplanner
- As a Paraplanner, I supported the financial planning division to provide strategic advice preparation. Daily duties included-
- Preparation of advice and client presentation documents
- Paraplanning submissions
- Modelling
- Analysis
- Excel Analysis
Financial Adviser
- As a Financial Advisor at Trustee and Guardian, I provided tailored investment advice to a client book of around 100 clients and supported legal and trust financial matters. My role included-
- . Financial Advice
- Financial Strategy
- Financial Impact Statements
- Financial analysis
- Financial Outcome statement preparation
Stephanie Goldner-Pravaz education
Masters In Data Science And Ai, Data Science
Ibm Data Science Professional Certificate, Data Science
Python For Data Science, Data Science, 90
Level 4 Financial Planning And Advice, Financial Advice
Bachelor'S Degree, Financial And Accounting
Diploma, Financial Planning And Services
Certificate Iv Mortgage Brokerage And Finance, Mortgage Broking And Finance
Frequently asked questions about Stephanie Goldner-Pravaz
Quick answers generated from the profile data available on this page.
What company does Stephanie Goldner-Pravaz work for?
Stephanie Goldner-Pravaz works for ARIA Private Clients.
What is Stephanie Goldner-Pravaz's role at ARIA Private Clients?
Stephanie Goldner-Pravaz is listed as Compliance and Operations Executive at ARIA Private Clients.
Where is Stephanie Goldner-Pravaz based?
Stephanie Goldner-Pravaz is based in Cártama, Andalusia, Spain while working with ARIA Private Clients.
What companies has Stephanie Goldner-Pravaz worked for?
Stephanie Goldner-Pravaz has worked for Aria Private Clients, Transperfect, Self-Employed, Oeson, and Investmentmarkets.
How can I contact Stephanie Goldner-Pravaz?
You can use AeroLeads to view verified contact signals for Stephanie Goldner-Pravaz at ARIA Private Clients, including work email, phone, and LinkedIn data when available.
What schools did Stephanie Goldner-Pravaz attend?
Stephanie Goldner-Pravaz holds Masters In Data Science And Ai, Data Science from Woolf.
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