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
- 2023 -now Managing Director @
- 2019 -2023 Vice President and Head of Office at Goldman Sachs Personal Financial Management @
- 2009 -2019 Managing Director, Wealth Advisor and Certified Divorce Financial Analyst @
- 2007 -2014 Board Member @
- 2006 -2014 Board Member @
- 2007 -2010 Board Trustee @
- 2006 -2009 Director @
- 2006 -2009 Board Member @
- 2004 -2008 Board Member @
- 2002 -2004 VP and Financial Advisor @
- 2000 -2001 VP, Strategy and Business Development @ EA Invest
- 1989 -1999 Real Estate Investment Banker @
- 1982 -1987 CPA @ Markle Stuckey Clark & Co.
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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