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Stacy J

Managing Director- 15 years financial industry experience; 10 yrs people leadership.

Occupation:

Managing Director

Location:

Phoenix, AZ

Education Level:

Bachelor

Will Relocate:

YES

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In my search for a new challenge where I can leverage my considerable talents in people and operations management, I eager to learn about positions available. As my career profile illustrates, I am well-prepared to meet and exceed expectations. Having served as director and manager within the financial planning sector, I am accustomed to the rigors of fast-paced, highly-regulated environments requiring sharp attention to detail, consummate accuracy, and outstanding communication skills. When given my next opportunity, I will work tirelessly to deliver similar results, while partnering with staff to accelerate the achievement of immediate and long-range goals. Further, I bring the following strengths: * A keen mind for operations analysis, as seen in my history of workflow reconfiguration and strategy development resulting in peak service index numbers and over $15M saved. * Exceptional leadership capabilities and skills in training staff for eventual promotion. * Highly effective communication and persuasion techniques, with capacity to collaborate with stakeholders as well as managers in bringing a project to fruition. I am a diligent, goal-oriented professional with agility, dedication, and focus. Thank you for your consideration. I look forward to hearing from you. Sincerely, Stacy A. Johnson, CFP Enclosure:

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COMPANY POSITION HELD DATES WORKED

(Confidential) Financial Planning And Advice Director 1/2006 - Present
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SCHOOL MAJOR YEAR DEGREE

Western Governors University 2019 Master Degree
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Highlights:

Companies I like:

Charles Schwab, Chubb, Vanguard

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