Stacy Marshall Email & Phone Number
Partner @ Creative Planning
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Stacy Marshall Location
- Carrollton, TX, US
Stacy Marshall Work
- 2023 -now Partner @
- 2019 -now Private Wealth Manager @
- 2019 -2020 Financial Planner @
- 2014 -2019 Senior Financial Planner @ RGT Wealth Advisors
- 2010 -2014 Senior Solution Delivery Consultant @
- 2009 -2010 Fund Administrator @
- 2007 -2009 Service Assistant @ Heim Young & Associates
Stacy Marshall Education
- Drury University
Bachelor's degree (Economics)
2005-2009 - Drury University
Bachelor's degree (Finance, General)
2005-2009
Stacy Marshall Skills
- Windows
- Microsoft Excel
- PowerPoint
- Strategic Planning
- Budgets
- Microsoft Office
- Microsoft Word
- Customer Service
- English
- Outlook
- Teaching
- Photoshop
- Public Speaking
- HTML
Stacy Marshall Summary
- Stacy Marshall, based in Carrollton, TX, US, is currently a Partner at Creative Planning. Stacy Marshall brings experience from previous roles at Creative Planning Inc., RGT Wealth Advisors and Cerner Corporation. Stacy Marshall holds a 2005 - 2009 Bachelor's degree in Economics @ Drury University. With a robust skill set that includes Windows, Microsoft Excel, PowerPoint, Strategic Planning, Budgets and more. Stacy Marshall has 2 emails and 2 mobile phone numbers on RocketReach.
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