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Stacy has more than 20 years of experience in the financial services industry and in leading multidisciplinary teams to achieve success tackling complex challenges. In addition to her experience as a marketing consultant, Stacy was formerly a Private Banker for a Fortune 100 bank. She earned an MBA with honors from Holy Names University and a BA with honors in Political, Legal, and Economic Analysis from Mills College. Professional licensure included FINRA Series 7 and 66. Stacy participates in the local community and is active in youth mentorship, financial literacy, and financial women’s organizations.
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