Stacy W. Email & Phone Number
Agency Manager @ Western & Southern Life
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Stacy W. Location
- Texas, United States
Stacy W. Work
- Agency Manager @ (January 2021 - Present)
- Field Sales Leader, Tarrant and Denton County Markets @ (January 2020 - December 2020)
- Financial Sales Consultant @ (July 2017 - December 2019)
- Agency Training Manager (U.S.) | L and D Supervisor (TX) | Certified Trainer (Life and Mutual Funds SME) @ (January 2005 - July 2017)
- VP, Personal Financial Services ► Consultative Sales Leadership ► Top-Ranked Revenues ► 7-Figure AUM @ (March 2004 - December 2005)
- Life Insurance Sales Specialist ► Top 10 Sales Producer ► Expert in Annuities and Mutual Funds @ (February 2003 - March 2004)
- Associate Financial Planner ► Investment Planning ► High-Net-Worth Accounts ► Risk and ROI Management @ Quest Capital Management, Inc. (June 2000 - February 2003)
- Registered Representative ► Series 7 and 6 and 63 Licensure ► Multimillion-Dollar Portfolio and AUM Oversight @ (June 1997 - June 2000)
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 mobile phone numbers on RocketReach.
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