Stephanie Peterson
Des Moines,IA
Summary
Results-driven healthcare and technology professional with extensive experience in relationship management, customer education, and operational excellence. Adept at leveraging technical knowledge, healthcare expertise, and marketing acumen to deliver exceptional results. Strong communicator and problem-solver with a proven ability to build trust, drive sales, and foster long-term relationships. Seeking to transition into a role focused on training and education within surgical systems, bringing a unique blend of technical, clinical, and sales-related skills to drive growth and exceed performance goals.
Overview
22
22
years of professional experience
Work History
IT Infrastructure Engineer
Principal Financial
Des Moines, IA
06.2018 - Current
- Support operational effectiveness by educating internal stakeholders on complex systems, tools, and workflows, increasing user proficiency and adoption across business units.
- Partner with developers, operations teams, and business stakeholders to advocate for end‑user needs, ensuring solutions align with customer and field partner requirements.
- Research, analyze, and resolve complex, multi‑system issues while maintaining service levels in a regulated financial services environment.
- Evaluate existing processes and system performance, implementing improvements that reduce time spent, improve efficiency, and meet quality and operational standards.
- Collaborate across departments to support change initiatives, system enhancements, and business priorities.
- Contribute to online marketing and communication strategies to support awareness, adoption, and engagement.
Tech Refresh Coordinator - Contractor
Principal Financial
04.2017 - 06.2018
- Coordinated large‑scale technology refresh impacting ~1,000 advisors and staff, ensuring compliance with FINRA and internal security requirements.
- Educated advisors and staff on timelines, expectations, and system changes to minimize disruption and maintain productivity.
- Managed logistics, scheduling, and delivery coordination for hardware upgrades across multiple field locations.
- Served as a point of contact between advisors, internal teams, and vendors to ensure smooth execution and issue resolution.
Clinic Director
Heartland Chiropractic and Wellness Center
Johnston, IA
06.2004 - 08.2017
- Directed day‑to‑day operations of a multi‑provider healthcare practice, overseeing workflows, budgets, vendor relationships, and service delivery.
- Built and maintained long‑term relationships with patients, physicians, and vendors through trust, transparency, and consistent results.
- Educated patients on treatment plans, supplement protocols, and contraindications, translating complex information into actionable guidance.
- Negotiated pricing and customized service packages to meet client needs while supporting business profitability.
- Collaborated on budgeting, maintained sales and operational records, and monitored performance metrics.
- Reviewed and improved operating procedures to enhance workflow efficiency, reporting accuracy, and service quality.
- Served as HIPAA Compliance Officer, ensuring confidentiality and adherence to regulatory standards.
- Designed and delivered presentations to existing and prospective clients.
- Partnered with physicians on marketing strategies and competitive analysis to support growth and relevance.
Executive Assistant and Marketing Manager (temporary)
The Burnett Team, Keller Williams
West Des Moines, IA
08.2016 - 04.2017
- Supported a top‑performing real estate team by managing operational workflows and marketing initiatives.
- Oversaw up to 24 concurrent transactions, ensuring deadlines, documentation, and communications were accurately managed.
- Coordinated communications between agents, lenders, attorneys, and clients to maintain smooth operations.
- Planned and executed marketing events to strengthen client relationships and generate new business.
Owner/Massage Therapist
Self Employed
Johnston, IA
03.2004 - 08.2014
- Owned and operated a small business, overseeing all sales, marketing, operations, and financial decisions.
- Built and maintained a loyal client base through service excellence, trust, and accountability.
- Worked in hospital environments alongside clinical staff, demonstrating professionalism and adaptability in regulated settings.
- Managed scheduling, territory planning, and profitability while maintaining high service standards.
Education
Bachelor of Science - Organizational Studies and Leadership
Grandview University
Des Moines, IA12-2024
The Reboot: Trauma-Informed Nervous System Retraining
The Integrative Counselor
Des Moines, IA10-2022
Software Development
Grand View University
Des Moines, IA04-2017
AAS - Marketing
Des Moines Area Community College
Ankeny, IA01-1999
Skills
- Operations & Workflow Management
- Advisor & Field Office Support
- Production Standards & Process Improvement
- Relationship Management & Stakeholder Engagement
- Training, Education & Business Literacy
- Risk Awareness & Confidentiality (HIPAA / Regulated Environments)
- Cross‑Functional Collaboration
- Analytical Problem Solving
- Change Management & Technology Enablement
Timeline
IT Infrastructure Engineer
Principal Financial
06.2018 - Current
Tech Refresh Coordinator - Contractor
Principal Financial
04.2017 - 06.2018
Executive Assistant and Marketing Manager (temporary)
The Burnett Team, Keller Williams
08.2016 - 04.2017
Clinic Director
Heartland Chiropractic and Wellness Center
06.2004 - 08.2017
Owner/Massage Therapist
Self Employed
03.2004 - 08.2014
The Reboot: Trauma-Informed Nervous System Retraining
The Integrative Counselor
Software Development
Grand View University
AAS - Marketing
Des Moines Area Community College
Bachelor of Science - Organizational Studies and Leadership
Grandview University