Pilot Financial would like to welcome our newest member, Stephanie Demetrelis. Stephanie comes to us from Wells Fargo, where she worked as a Licensed Personal Banker. She also worked with Lincoln Financial before transitioning into the banking world and enjoyed both experiences. Stephanie will be working in our Compliance Department, alongside Sherry Raetz, as our new Supervisory Inspections Manager. Stephanie’s duties will include, but are not limited to, handling compliance matters for the Financial Professionals associated with Pilot Financial, conducting supervisory office inspections, and ensuring the Financial Professionals remain compliant with regulatory & broker dealer rules, regulations, and policies. She is looking forward to traveling and having the opportunity to meet our Financial Professionals to create lasting relationships.
In her free time, Stephanie enjoys spending quality time with her family and friends whether that is trying out new restaurants, music concerts, or traveling. Stephanie married her husband Chris earlier this year and has a 7-year-old stepson.
Please like and comment on this post to welcome Stephanie to our team!