Stacy Email & Phone Number
Chief Operating Officer @ Walleye Partners
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Stacy Location
- Madison, WI, US
Stacy Work
- Chief Operating Officer @ (January 2025 - Present)
- Chief Operations and Compliance Officer @ (May 2021 - January 2025)
- Director Of Operations @ (May 2018 - May 2021)
- Director Of Operations @ (May 2018 - May 2021)
- Vice President - Wealth Operations Manager @ (September 2013 - May 2018)
- AVP - Trust Operations Manager @ (January 2007 - September 2013)
Stacy Education
- Wisconsin School of Business
BBA (Information Systems/Human Resources)
1984-1986 - University of Wisconsin-Madison
Bachelor's degree (Information Systems Analysis and Design and Human Resources)
Stacy Skills
- Banking
- Portfolio Management
- Mutual Funds
- Investments
- Securities
- Financial Analysis
- Asset Management
- Financial Services
- Fixed Income
- Equities
- 401k
- Finance
- Retirement
- Wealth Management
- Investment Advisory
- Strategic Planning
- Investment Management
- Asset Allocation
- Investment Strategies
- Human Resources (HR)
- Investment Advisory Services
- Alternative Investments
- Risk Management
- Retirement Income Strategies
- Private Equity
- Financial Planning
Stacy Summary
- Stacy, based in Madison, WI, US, is currently a Chief Operating Officer at Walleye Partners. Stacy brings experience from previous roles at Mendota Financial Group, Hewins Financial | Wipfli Hewins, Wipfli Financial Advisors and Johnson Bank. Stacy holds a 1984 - 1986 BBA in Information Systems/Human Resources @ Wisconsin School of Business. With a robust skill set that includes Banking, Portfolio Management, Mutual Funds, Investments, Securities and more. Stacy has 3 emails and 2 mobile phone numbers on RocketReach.
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