- NOTICE -
All Domani Wealth offices will be closed on Tuesday, July 24, 2018 for team members and their families to enjoy a special Appreciation Event in recognition of the team’s work and dedication to providing quality service to clients throughout the year.

If you have an urgent matter and need immediate assistance on this day, please call Dorothy Lineaweaver at 717-824-5106 or Jim Karchner at 814-571-5556.

We appreciate your understanding.

Stephanie A. Connerton

Coordinator of Client Onboarding | Coordinator of Firm Compliance

Stephanie A. Connerton
Coordinator of Firm Compliance and Client Onboarding

Stephanie is a member of the firm’s Compliance Advisory Team by serving as Coordinator of Firm Compliance. In this role, she provides support to the Chief Compliance Officer and compliance team as requested. Some of those responsibilities include maintaining accurate agreements that are aligned with the firm’s compliance policies, reviewing new client or changes to existing clients’ documentation to ensure compliance, and periodically testing client accounts, as directed, to match investment objectives with portfolio allocations.

Stephanie also works closely with the Chief Operating Officer, Chief Compliance Officer, Manager of Operations, and Director of Practice Management in order to maintain and efficiently implement compliant processes and operations throughout the firm.

In Stephanie’s secondary role, she serves as the firm’s Coordinator of Client Onboarding. She acts as the primary resource as it relates to the onboarding and/or maintaining of clients within our firm. This includes understanding the firm’s internal processes as they relate to paperwork, agreements, and billing, to ensure all necessary team members in the firm are part of the onboarding for new and existing clients.

 

Professional Accreditations & Education 
  • BS Microbiology, Penn State University
  • Pennsylvania Life, Accident and Health Insurance License

 

Professional Memberships (Current and Prior)
  • The Junior League of Reading, Board Member and Treasurer
  • Prospectus Berco, Committee Member Golf Tournament Fundraiser
  • St. Joseph Hospital Women’s Health Ambassador
  • Altrusa Club of Reading-Berks, Member
Contact Us

We're not around right now. But you can send us an email and we'll get back to you, asap.

Not readable? Change text. captcha txt