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Stephen L. Wood

Stephen L. Wood


Stephen Wood is the Comptroller of Planning Alliance. He oversees the accounting department, consults with senior leadership on financials, streamlines accounting processes, and supports the sales force. 

Stephen joined the firm in 2006. Prior to Planning Alliance, he worked within the accounting and finance departments of Schroders and The Bank of New York. 

Stephen earned a Bachelor of Science in Accounting from the State University of New York at Plattsburgh.