Turbotax Live Manager 2
Current
Sep 2024 - Present
AeroLeads people directory · profile
Wendy Stone Email & Phone Number
Dedicated People Leader | 30+ years building high-performing teams and delivering exceptional customer experiences in fast-paced financial services.
at
Intuit
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Dedicated People Leader | 30+ years building high-performing teams and delivering exceptional customer experiences in fast-paced financial services.
Location
Caldwell, Idaho, United States
Company size
Who is Wendy Stone? Overview
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Quick answer
Wendy Stone is listed as Dedicated People Leader | 30+ years building high-performing teams and delivering exceptional customer experiences in fast-paced financial services. at Intuit, a company with 12187 employees, based in Caldwell, Idaho, United States. AeroLeads shows a matched LinkedIn profile for Wendy Stone.
Wendy Stone previously worked as TurboTax Live Manager 2 at Intuit and Senior Manager Expert Experience & Insights at Intuit. Wendy Stone holds Bachelor Of Science - Bs, Business Management from University Of Phoenix.
Company email context
Email format at Intuit
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Intuit
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Profile bio
About Wendy Stone
Highly enthusiastic and dedicated leader with thirty years experience in a fast paced customer service/financial services environment. Well developed people and process management skills including team building and motivation, setting and meeting priorities, and identifying and solving problems. Excellent communication skills in writing, over the phone, and face to face.
Current workplace
Wendy Stone's current company
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Intuit
11 roles
Wendy Stone work experience
A career timeline built from the work history available for this profile.
Senior Manager Expert Experience & Insights
Apr 2024 - Sep 2024
Director, Customer Service Na, Uk & Au
Support Customer Service teams across the NA, UK, and AU markets, leading an organization of 750+ teammates that handle Risk and Compliance-related customer contacts. Work closely with WFM, Learning and Development teams, and Business Performance teams to successfully achieve KPI targets such as productivity, handling times, and customer experience scores.
Feb 2020 - Feb 2024
Sr. Group Leader, Global Customer Service
Encouraged organizational success by supporting 10-15 team supervisors and 150-200 employees, tracking and meeting KPIs, developing leadership, and managing productivity.Improved employee engagement and satisfaction by realigning service center so upskilling agents remained with their teams, rather than being shuffled to another area; allowed team leaders.
Apr 2018 - Feb 2020
Lead Group Leader, Enterprise Services
May 2012 - Apr 2018
Sr. Risk Operations Supervisor
Jul 2011 - May 2012
Oct 2010 - Jul 2011
Operations Supervisor
Citi Retail Services
Responsibilities include management of 15-20 direct reports which includes coaching and development of employees, administering monthly and annual performance reviews. In addition, responsible for maintaining professional relationship with merchants and dealer service managers during day to day operations. Co-Chair of Site Activities Committee Member of.
Jan 2007 - Sep 2010
Team Lead
Citi Retail Services
Primary responsibilities include handling escalated customer calls and assisting customer service representatives with questions. Also responsible for coaching and developing employees and writing monthly performance reviews. Responsible for assisting in the interviewing process as well as quality assurance.Facilitate and develop new hire training.
Jan 2000 - Jan 2007
Customer Service Representative
Citi Retail Services
Inbound Customer Service phones, responsible for basic customer account maintenance.
Apr 1997 - Jan 2000
Senior Customer Service Representative
Citi Retail Services
Responsibilities included researching and responding to customer's written disputes. Also served as back up to inbound customer calls during peak volume times.Assigned to work on reporting project for approximately two months as special task. Required excellent analytical and research skills.
Apr 1997 - Jan 2000
Team & coworkers
Colleagues at Intuit
Other employees you can reach at intuit.com. View company contacts for 12187 employees →
AF
Alex Fincham
Colleague at Intuit
Santa Cruz, California, United States, United States
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MD
Mitchell, Deljuan
Colleague at Intuit
Fredericksburg, Virginia, United States, United States
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GO
Godfrey Owino
Colleague at Intuit
Kenya, Kenya
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RR
Rufus Rodrigues
Colleague at Intuit
San Jose, California, United States, United States
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FA
Felu Assres, Cpa
Colleague at Intuit
San Francisco Bay Area, United States
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AB
Adam Beasley
Colleague at Intuit
Canada, Canada
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BM
Becky Merder
Colleague at Intuit
Carlsbad, California, United States, United States
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GE
Geoffrey Evans
Colleague at Intuit
Marietta, Georgia, United States, United States
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VP
Vijeth Patil
Colleague at Intuit
Mountain View, California, United States, United States
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JG
Jason Gallegos
Colleague at Intuit
Oceanside, California, United States, United States
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Alex Fincham
Colleague at Intuit
Santa Cruz, California, United States, United States
View →
MD
Mitchell, Deljuan
Colleague at Intuit
Fredericksburg, Virginia, United States, United States
View →
GO
Godfrey Owino
Colleague at Intuit
Kenya, Kenya
View →
RR
Rufus Rodrigues
Colleague at Intuit
San Jose, California, United States, United States
View →
FA
Felu Assres, Cpa
Colleague at Intuit
San Francisco Bay Area, United States
View →
AB
Adam Beasley
Colleague at Intuit
Canada, Canada
View →
BM
Becky Merder
Colleague at Intuit
Carlsbad, California, United States, United States
View →
GE
Geoffrey Evans
Colleague at Intuit
Marietta, Georgia, United States, United States
View →
VP
Vijeth Patil
Colleague at Intuit
Mountain View, California, United States, United States
View →
JG
Jason Gallegos
Colleague at Intuit
Oceanside, California, United States, United States
View →
2 education records
Wendy Stone education
Bachelor Of Science - Bs, Business Management
Education record
FAQ
Frequently asked questions about Wendy Stone
Quick answers generated from the profile data available on this page.
What company does Wendy Stone work for?
Wendy Stone works for Intuit.
What is Wendy Stone's role at Intuit?
Wendy Stone is listed as Dedicated People Leader | 30+ years building high-performing teams and delivering exceptional customer experiences in fast-paced financial services. at Intuit.
Where is Wendy Stone based?
Wendy Stone is based in Caldwell, Idaho, United States while working with Intuit.
What companies has Wendy Stone worked for?
Wendy Stone has worked for Intuit, Paypal, and Citi Retail Services.
Who are Wendy Stone's colleagues at Intuit?
Wendy Stone's colleagues at Intuit include Alex Fincham, Mitchell, Deljuan, Godfrey Owino, Rufus Rodrigues, and Felu Assres, Cpa.
How can I contact Wendy Stone?
You can use AeroLeads to view verified contact signals for Wendy Stone at Intuit, including work email, phone, and LinkedIn data when available.
What schools did Wendy Stone attend?
Wendy Stone holds Bachelor Of Science - Bs, Business Management from University Of Phoenix.
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