Stacy Poli's Location
Boston, MA, US
Stacy Poli's Work
- Managing Director - Branch Manager @ Wells Fargo Advisors
- Managing Director - Market Leader @ Wells Fargo Advisors
- Senior Vice President - Market Manager @ Wells Fargo Advisors
- Vice President - Associate Complex Manager at Morgan Stanley @ Morgan Stanley
- Associate Vice President - Lead National Training Officer and Diversity Relationship Coordinator @ Morgan Stanley
- Financial Advisor, Financial Planning Specialist @ Morgan Stanley
- Registered Client Service Associate @ Morgan Stanley
Stacy Poli's Education
- Brown University
B.A. (Business Economics)
2003 - 2007 - Falmouth High School
Stacy Poli's Skills
- Sales Performance
- Development
- Client Contact
- Nasd
- Small Office
- Business Economics
- Sales
- Undergraduate
- Acting
- Annual Fund
Stacy Poli's Summary
Stacy Poli, based in Boston, MA, US, is currently a Managing Director - Branch Manager at Wells Fargo Advisors, bringing experience from previous roles at Wells Fargo Advisors and Morgan Stanley. Stacy Poli holds a 2003 - 2007 B.A. in Business Economics @ Brown University. With a robust skill set that includes Sales Performance, Development, Client Contact, Nasd, Small Office and more, Stacy Poli contributes valuable insights to the industry. Stacy Poli has 2 emails on RocketReach.
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