Kimberly Stacy Email & Phone Number
Lead Associate Wealth Manager @ Nadler Financial Group
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Kimberly Stacy Location
- Chicago, IL, US
Kimberly Stacy Work
- Lead Associate Wealth Manager @ (January 2025 - Present)
- Associate Wealth Manager @ (June 2024 - January 2025)
- Client Service Associate @ (October 2019 - June 2024)
- Experienced Tax Associate, Personal Financial Services @ (October 2017 - October 2019)
- Tutor @ (November 2014 - May 2017)
- PCS and PFS Tax Intern @ (June 2016 - August 2016)
- Financial Analyst @ (June 2015 - July 2015)
Kimberly Stacy Education
- Indiana University - Kelley School of Business
Bachelor of Science - BS (Accounting, Finance, Entrepreneurship & Corporate Innovation)
2013-2017 - University College Dublin
International Business
2015-2015 - Warren Township High School 2009-2013
Kimberly Stacy Skills
- Client Relations
- Client Services
- Communication
- Community Service
- Event Planning
- Microsoft Excel
- Microsoft PowerPoint
- Microsoft Word
- Presentation Design
- Prezi
- Public Speaking
- Time Management
- Volunteer Management
- Program Development
- Program Budgeting
- Marketing
- Management
- Research
Kimberly Stacy Summary
- Kimberly Stacy, based in Chicago, IL, US, is currently a Lead Associate Wealth Manager at Nadler Financial Group. Kimberly Stacy brings experience from previous roles at Nadler Financial Group, Gresham Partners, LLC, PwC and Tandlr LLC. Kimberly Stacy holds a 2013 - 2017 Bachelor of Science - BS in Accounting, Finance, Entrepreneurship & Corporate Innovation @ Indiana University - Kelley School of Business. With a robust skill set that includes Client Relations, Client Services, Communication, Community Service, Event Planning and more. Kimberly Stacy has 1 emails and 2 mobile phone numbers on RocketReach.
Looking for a different Kimberly Stacy?
Find contact details for 700 million professionals.
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co