Director Of Client Services and Advisor @ (January 2016 - December 2017)
Associate @ (March 2014 - December 2015)
Stacey McKinnon Education
UC Santa Barbara
Bachelor of Arts (BA) (Business/Managerial Economics)
2004-2007
Stacey McKinnon Skills
Financial Planning
Investment Strategies
Marketing
Organizational Leadership
Strategic Communications
Financial Services
Performance Management
Financial Advisory
Customer Experience
Marketing Strategy
Alternative Investments
Stacey McKinnon Summary
Stacey McKinnon, based in Calabasas, CA, US, is currently a Chief Operating Officer at Morton Wealth. Stacey McKinnon brings experience from previous roles at Morton Wealth. Stacey McKinnon holds a 2004 - 2007 Bachelor of Arts (BA) in Business/Managerial Economics @ UC Santa Barbara. With a robust skill set that includes Financial Planning, Investment Strategies, Marketing, Organizational Leadership, Strategic Communications and more. Stacey McKinnon has 2 emails and 1 mobile phone numbers on RocketReach.
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