Stacy W. Location

Texas, United States

Stacy W. Work

  • 2005 - 2017 Agency Training Manager (U.S.) | L and D Supervisor (TX) | Certified Trainer (Life and Mutual Funds SME) @ State Farm
  • 2004 - 2005 VP, Personal Financial Services ► Consultative Sales Leadership ► Top-Ranked Revenues ► 7-Figure AUM @ JPMorgan Chase & Co.
  • 2003 - 2004 Life Insurance Sales Specialist ► Top 10 Sales Producer ► Expert in Annuities and Mutual Funds @ State Farm
  • 2000 - 2003 Associate Financial Planner ► Investment Planning ► High-Net-Worth Accounts ► Risk and ROI Management @ Quest Capital Management, Inc.
  • 1997 - 2000 Registered Representative ► Series 7 and 6 and 63 Licensure ► Multimillion-Dollar Portfolio and AUM Oversight @ EY

Stacy W. Education

  • American Assoc. for Long Term Care Ins.

    2008 - 2008
  • University of Texas at Arlington

    1983 - 1992

Stacy W. Summary

Stacy W., based in Texas, United States, is currently a Agency Manager at Western & Southern Life. Stacy W. brings experience from previous roles at Allstate, Allstate Financial Services, LLC, State Farm Insurance Co. and JP Morgan Chase. Stacy W. holds a 2008 - 2008 American Assoc. for Long Term Care Ins.. Stacy W. has 1 emails and 1 mobile phone numbers on RocketReach.

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