Stacey Zwicker Email & Phone Number
Managing Director @ United Capital Financial Advisors, LLC
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Stacey Zwicker Location
- Honolulu, HI, US
Stacey Zwicker Work
- Managing Director @ (November 2023 - Present)
- Vice President and Head of Office at Goldman Sachs Personal Financial Management @ (July 2019 - November 2023)
- Managing Director, Wealth Advisor and Certified Divorce Financial Analyst @ (May 2009 - July 2019)
- Board Member @ (January 2007 - January 2014)
- Board Member @ (January 2006 - January 2014)
- Board Trustee @ (January 2007 - January 2010)
- Director @ (January 2006 - January 2009)
- Board Member @ (January 2006 - January 2009)
- Board Member @ (January 2004 - January 2008)
- VP and Financial Advisor @ (January 2002 - January 2004)
- VP, Strategy and Business Development @ EA Invest (January 2000 - January 2001)
- Real Estate Investment Banker @ (January 1989 - January 1999)
- CPA @ Markle Stuckey Clark & Co. (January 1982 - January 1987)
Stacey Zwicker Education
- The University of Chicago Booth School of Business
MBA (Business Economics, International Business)
1987-1989
Stacey Zwicker Skills
- Investments
- Portfolio Management
- Retirement
- Wealth Management
- Financial Advisory
- Finance
- Asset Allocation
- Asset Management
- Investment Management
- Investment Advisory
- 401k
- Capital Markets
- Retirement Planning
- Financial Planning
- Fixed Income
- Venture Capital
- Real Estate
- Strategic Financial Planning
- Estate Planning
- Investment Strategies
- Alternative Investments
- Mutual Funds
- Equities
- Financial Planners
- Bonds
- Mergers & Acquisitions
- Pensions
- Hedge Funds
- Private Equity
- Financial Modeling
- Financial Goals
- Securities
- High Net Worth Individuals
- Wealth
- Personal Financial Planning
- Wealth Management Services
- Personal Finance
- IRAs
- All third party posts are the responsibility of their respective authors. These opinions and information are subject to change at any time without notice or obligation of notification. The information is intended for informational purposes only and is not intended to provide tax, legal, or investment advice.”
Stacey Zwicker Summary
- Stacey Zwicker, based in Honolulu, HI, US, is currently a Managing Director at United Capital Financial Advisors, LLC. Stacey Zwicker brings experience from previous roles at Goldman Sachs, United Capital Financial Advisers, LLC, Kids Turn and Summer Search. Stacey Zwicker holds a 1987 - 1989 MBA in Business Economics, International Business @ The University of Chicago Booth School of Business. With a robust skill set that includes Investments, Portfolio Management, Retirement, Wealth Management, Financial Advisory and more. Stacey Zwicker has 2 emails and 2 mobile phone numbers on RocketReach.
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Top United Capital Financial Advisors, LLC Employees
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Managing Director
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