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Stacey Purcell Location
Boston, MA, US
Stacey Purcell Work
2022 -now Vice President, Retention Executive @
2020 -2022 Vice President, Solution Architect @
2011 -2020 Senior Director, Product and Service Consultant @
2006 -2011 Trust Services Account Manager @
2005 -2006 Defined Benefit Client Service Manager @
2001 -2005 Defined Contribution Associate Client Service Manager @
2000 -2001 Defined Contribution Service Delivery Specialist @
1999 -2000 Defined Contribution Participant Services @
Stacey Purcell Education
University of Massachusetts, Amherst
Bachelor of Arts (B.A.) (History)
Stacey Purcell Skills
Series 7
Series 63
Financial Services
401k
Retirement
Defined Contribution
Asset Allocation
Leadership
Microsoft Excel
PowerPoint
Change Management
Customer Service
Strategic Planning
Product Development
Stacey Purcell Summary
Stacey Purcell, based in Boston, MA, US, is currently a Vice President, Retention Executive at Fidelity Investments. Stacey Purcell brings experience from previous roles at Fidelity Investments. Stacey Purcell holds a Bachelor of Arts (B.A.) in History @ University of Massachusetts, Amherst. With a robust skill set that includes Series 7, Series 63, Financial Services, 401k, Retirement and more. Stacey Purcell has 1 emails and 2 mobile phone numbers on RocketReach.
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