Meet Stephanie Poole!

Executive Assistant


Get In Touch With Stephanie

biography questions shamrock financial staff pages
What path brought you to Shamrock Financial?
My sister-in-law, Leanne Poole, has worked for Shamrock for the past several years. When she told me about several openings within the company, I applied.

Tell us about your professional background.

I’ve been assisting in business marketing since 2005.
However, until a few years ago, my background had been with child care. After a large company layoff, I researched other areas of interest and discovered a passion for health and fitness. In addition to working at Shamrock Financial, I also work as a health coach.

What would your ideal clients say about you?

After working with many different people over the years, I realized that, in general, people are really just looking for someone to listen to them. I believe my clients would say that I listen, help them discover the root of their issue, and then develop a resolution that fits their lifestyle.

Professionally, where do your passions lie?

I’m very passionate about helping others, assisting clients to make a plan, meet their goals, and achieve lifestyle changes for themselves and their circle of influence, such as family and friends. The moment when someone meets their goals and is so happy really encourages me to continue helping others.

Where can we find you when you’re not at Shamrock Financial?

I love to spend time with friends and family, especially watching sports together on a weekend afternoon.

Where did you grow up and are you still there?

I was born in Texas but moved to Rhode Island when I was 2 years old. I have also lived in Connecticut.

What non-profit organizations are close to your heart, and why?

I have started helping an organization called Hope for Life; I have a group of friends that travel to Guatemala to volunteer with them every year. Their mission helps families and children.

What could you never give up?

I could never forgo my shakes and living a healthy lifestyle.