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Stephen Lerma Email & Phone Number

Passionate about Optimizing Business Operations and Delivering Exceptional Client Experiences at Partnerize
Location: Austin, Texas, United States 4 work roles 2 schools
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✓ Verified May 2026 3 data sources Profile completeness 86%

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Current company
Role
Passionate about Optimizing Business Operations and Delivering Exceptional Client Experiences
Location
Austin, Texas, United States
Company size

Who is Stephen Lerma? Overview

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Quick answer

Stephen Lerma is listed as Passionate about Optimizing Business Operations and Delivering Exceptional Client Experiences at Partnerize, a company with 224 employees, based in Austin, Texas, United States. AeroLeads shows a matched LinkedIn profile for Stephen Lerma.

Stephen Lerma previously worked as Partner Manager at Partnerize and AVP, Associate Client Relationship Manager at Bank Of America Merrill Lynch. Stephen Lerma holds Bachelor Of Science Business, Business Administration And Management, General from Capella University.

Company email context

Email format at Partnerize

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Partnerize

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Profile bio

About Stephen Lerma

Stephen Lerma is a Passionate about Optimizing Business Operations and Delivering Exceptional Client Experiences at Partnerize.

Current workplace

Stephen Lerma's current company

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Partnerize
Partnerize
Passionate about Optimizing Business Operations and Delivering Exceptional Client Experiences
tyne and wear, gateshead, united kingdom
Website
Employees
224
AeroLeads page
4 roles

Stephen Lerma work experience

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Partner Manager

Current

Lead strategic partner ecosystem growth initiatives at Partnerize, driving recruitment, optimization, and relationship management efforts. Specialize in enhancing brand visibility, negotiating media placements, and ensuring operational excellence through effective partner engagement strategies.

Aug 2022 - Present

Avp, Associate Client Relationship Manager

Austin, Texas Metropolitan Area

  • Built and maintained strong client relationships, delivering personalized financial solutions.
  • Utilized financial analysis to inform decision-making and provide strategic recommendations.
Apr 2021 - May 2022

Gwim Sr Operations Representative

Austin, Texas Metropolitan Area

  • Optimized operational processes, improving efficiency and ensuring compliance.
  • Collaborated with internal teams to align business objectives and support effective operations.
Sep 2016 - Apr 2021

Client Service Representative

Austin, Texas, United States

  • Built relationships with high-net-worth clients, addressing their financial needs.
  • Achieved and exceeded sales goals, delivering exceptional customer experience.
Aug 2014 - Sep 2016
Team & coworkers

Colleagues at Partnerize

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2 education records

Stephen Lerma education

Bachelor Of Science Business, Business Administration And Management, General

FAQ

Frequently asked questions about Stephen Lerma

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What company does Stephen Lerma work for?

Stephen Lerma works for Partnerize.

What is Stephen Lerma's role at Partnerize?

Stephen Lerma is listed as Passionate about Optimizing Business Operations and Delivering Exceptional Client Experiences at Partnerize.

Where is Stephen Lerma based?

Stephen Lerma is based in Austin, Texas, United States while working with Partnerize.

What companies has Stephen Lerma worked for?

Stephen Lerma has worked for Partnerize and Bank Of America Merrill Lynch.

Who are Stephen Lerma's colleagues at Partnerize?

Stephen Lerma's colleagues at Partnerize include Cassandra Daly, Erika Lowe, Dan Griffiths, Yuki Nagoya, and Sam L.

How can I contact Stephen Lerma?

You can use AeroLeads to view verified contact signals for Stephen Lerma at Partnerize, including work email, phone, and LinkedIn data when available.

What schools did Stephen Lerma attend?

Stephen Lerma holds Bachelor Of Science Business, Business Administration And Management, General from Capella University.

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