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Kara Stefan is a marketing communications strategist and financial writer with more than 15 years experience in the financial services and insurance industries - with broad industry exposure. Her specific expertise is in helping consumers and sales intermediaries understand complex investment and insurance products and strategies.

Clients

Banks:
Bank of America
Citizens Bank
Washington Mutual
Wells Fargo

Broker/Dealers:
Charles Schwab
HarrisMyCFO.com
Wachovia Securities
Wilmington Trust
Women's Financial Network at Siebert

Financial Education:
FinancialFinesse.com
MsMoney.com
MyPrimeTime.com
Noteworld.com
Physician's Personal Advisory

Insurance Companies:
AIG/SunAmerica Inc.
AXA/The Equitable
Anthem Blue Cross and Blue Shield
GE Financial Assurance
Genworth Financial, Inc.
Nationwide
Pacific Life Insurance Company
Transamerica
Value Options

Mutual Fund Companies:
Fortis Financial
Griffin Funds
Janus Funds
John Hancock Mutual Funds
Pacific Life

Skills & Expertise

Adobe PageMakerAirAnnual ReportsBusiness DevelopmentcnmCopywritingEditingEmailExcelFinancial EducationFinancial ServicesMarketingMarketing CommunicationsMaterialsPagemakerPowerpointPresentationsReportsSalesSales MaterialsTrainingWeb Content

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