Katy Stevick

Katy Stevick Email and Phone Number

Fayetteville, NC, US
Katy Stevick's Location
Fayetteville, North Carolina, United States, United States
Katy Stevick's Contact Details
About Katy Stevick

Helping people realize their own potential is my driving force. I love guiding clients to focus on their most valuable goals and live more efficiently so they have the time and money to concentrate on the things they love and want to do. Understanding that the single most powerful contributor to financial well-being is behavior, I work closely with clients to develop personalized financial plans that reflect their values, address their priorities and support their goals. Each plan includes recommendations for specific financial products and services to support those goals. Through ongoing planning to address changes in one’s financial and personal circumstances, I stand ready to assist clients as they pursue their goals through a lifetime financial journey. I take this mission into the community by holding lunch & learn events for military and business organizations and by leading the local chapter of The Milspo Project, an organization that helps military spouse entrepreneurs achieve growth beyond circumstance.

Katy Stevick's Current Company Details
MacPherson House Inn

Macpherson House Inn

View
Owner
Fayetteville, NC, US
Employees:
2
Katy Stevick Work Experience Details
  • Macpherson House Inn
    Owner
    Macpherson House Inn
    Fayetteville, Nc, Us
  • Align Financial Planning
    Owner, Financial Advisor
    Align Financial Planning Oct 2020 - Present
    Aligned financial planning to create a life of impact.
  • Macpherson House Inn
    Owner
    Macpherson House Inn May 2020 - Present
  • First Command Financial Services, Inc.
    Financial Advisor
    First Command Financial Services, Inc. Aug 2014 - Sep 2020
    Fort Worth, Texas, Us
  • First Command Financial Services, Inc.
    Associate Financial Advisor
    First Command Financial Services, Inc. Jan 2014 - Aug 2014
    Fort Worth, Texas, Us
  • Opus 1 Systems, Inc.
    Software Tester And Technical Writer
    Opus 1 Systems, Inc. Mar 2013 - Nov 2013
    - Writes software systems documentation, test plans and reports using MS Word and Excel- Conduct software testing, using SQL for testing validity of data and to prepare basic tabular and graphical data presentations.
  • Aflac
    Independent Insurance Agent
    Aflac Mar 2012 - Mar 2013
    Columbus, Ga, Us
    Fully Licensed Independent Insurance Agent representing AFLAC- Developed referral based sales network through excellent customer service- Customized employee benefits packages for businesses and conducted group presentations - Provided ongoing customer service regarding billing, policy changes and claims
  • Americorps Vista
    Summer Meals Program Coordinator - Americorps Vista
    Americorps Vista Jun 2011 - Aug 2011
    Washington, District Of Columbia, Us
    - Organized community efforts to eradicate local childhood hunger and malnutrition - Created and implemented effective marketing strategy that increased program participation- Collaborated research and strategized future actions with county Food Planning Task Force
  • Communities In Schools - Heart Of Texas
    Tutoring Program Manager
    Communities In Schools - Heart Of Texas Feb 2008 - Oct 2009
    - Manager of 150 Baylor work-study employees placed in over 20 area public schools - Developed and implemented new employee trainings and monthly program-wide workshops- Human resources point of contact responsible for reviewing applications, conducting interviews and processing hiring documents, routine timesheets and regular employee reviews

Katy Stevick Skills

Insurance Sales Finance Sales Community Netherlands Store Management Adjustments International Studies Executive Administrative Assistance Scholarships Staff Scheduling Travel Grill Texas Management Childhood Columbus Hiring Database Administration Public Speaking Accounting Polished Human Resources Reservations Seasonal Georgia Interdisciplinary Teaching Training Sessions Networking Business Services County Microsoft Office International Perspective Training Point Of Contact Customer Service Seating Scheduling Research International Research Accounts Payable Task Force Data Retention Empower Payroll Written Malnutrition Precise Applications Communication Public Schools Das Product Ordering Store Operation Project Planning Inventory Control Presentations Computer Proficiency Responsibility International Art Efficient Meals Russian Reviews Office Administration Windows Vista Medical Intuitive Tutoring Restaurants Hunger Conducting Interviews Program Development Invoicing Health Insurance Marketing Strategy Enrollments Schools Employee Benefits Databases

Katy Stevick Education Details

  • Baylor University
    Baylor University
    Russian
  • Maastricht University
    Maastricht University
    International Relations

Frequently Asked Questions about Katy Stevick

What company does Katy Stevick work for?

Katy Stevick works for Macpherson House Inn

What is Katy Stevick's role at the current company?

Katy Stevick's current role is Owner.

What is Katy Stevick's email address?

Katy Stevick's email address is ks****@****and.com

What is Katy Stevick's direct phone number?

Katy Stevick's direct phone number is +181776*****

What schools did Katy Stevick attend?

Katy Stevick attended Baylor University, Maastricht University.

What are some of Katy Stevick's interests?

Katy Stevick has interest in Economic Empowerment.

What skills is Katy Stevick known for?

Katy Stevick has skills like Insurance, Sales Finance, Sales, Community, Netherlands, Store Management, Adjustments, International Studies, Executive Administrative Assistance, Scholarships, Staff Scheduling, Travel.

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