Stephanie Dannebaum Consulting
Financial Services • 
2120 Contra Costa Blvd, #1083, United States • 1-10 Employees
Company overview
| Headquarters | 2120 Contra Costa Blvd, #1083, Pleasant Hill, California 94523, US |
| Phone number | +19253220174 |
| Website | |
| NAICS | 52 |
| Founded | 2021 |
| Employees | 1-10 |
| Socials |
Key Contact at Stephanie Dannebaum Consulting
Stephanie Dannebaum
Founder | CRM Consultant
Stephanie Dannebaum Consulting Email Formats
Stephanie Dannebaum Consulting uses 1 email format. The most common is {first initial} (e.g., j@stephaniedannebaum.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@stephaniedannebaum.com | 100% |
About Stephanie Dannebaum Consulting
Stephanie Dannebaum Consulting was created to provide expert advice and implementation services to help Financial Advisors & Financial Planners successfully enhance their customized client service processes with the robust features Redtail CRM and Wealthbox CRM has to offer. I love to construct tangible solutions and have always been the resident technology and software expert. Official Strategic Partner of Redtail Technology https://corporate.redtailtechnology.com/partners/ Wealthbox CRM Subject Matter Expert
Stephanie Dannebaum Consulting revenue & valuation
| Annual revenue | $85,555 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $273,776 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Stephanie Dannebaum Consulting has never raised funding before.
United Kingdom
United Arab Emirates
South Africa
Frequently asked questions
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