Vice President, Solution Architect @ (December 2020 - January 2022)
Senior Director, Product and Service Consultant @ (November 2011 - December 2020)
Trust Services Account Manager @ (August 2006 - November 2011)
Defined Benefit Client Service Manager @ (December 2005 - August 2006)
Defined Contribution Associate Client Service Manager @ (August 2001 - December 2005)
Defined Contribution Service Delivery Specialist @ (May 2000 - August 2001)
Defined Contribution Participant Services @ (October 1999 - May 2000)
Stacey Purcell Education
University of Massachusetts Amherst
Bachelor of Arts (B.A.) (History)
Stacey Purcell Skills
Customer Retention
Defined Contribution
Financial Services
Project Management
Relationship Building
Retirement
Series 63
Series 7
Trust Services
401k
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 Customer Retention, Defined Contribution, Financial Services, Project Management, Relationship Building and more. Stacey Purcell has 1 emails and 2 mobile phone numbers on RocketReach.
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