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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.


Bank of America
Citizens Bank
Washington Mutual
Wells Fargo

Charles Schwab
Wachovia Securities
Wilmington Trust
Women's Financial Network at Siebert

Financial Education:
Physician's Personal Advisory

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