Michael Stacey

Michael Stacey Email and Phone Number

Relationship Manager
Michael Stacey's Location
Abington, Pennsylvania, United States, United States
Michael Stacey's Contact Details

Michael Stacey personal email

About Michael Stacey

Mid career working in financial sector, looking to bring experience to political and public sector

Michael Stacey's Current Company Details

Relationship Manager
Michael Stacey Work Experience Details
  • Ascensus
    Senior Retirement Services Consultant
    Ascensus Mar 2019 - Feb 2024
    Dresher, Pennsylvania
    • Advise and support financial professionals, business owners, and HR managers of over 200 companies in the management and operation of their 401k and 403b plans• Work closely with HR and payroll representatives to ensure all employee census information is maintained and regularly updated to guard against IRS and DOL compliance guidelines and operational failures. • Proactively reach out to clients to guide them through annual processes to build and retain relationships• Provide expertise and guidance of ERISA regulations to keep company retirement plans in good standing• Served as Year-End Compliance Specialist to assist businesses with final employer calculations and census correction for compliance tests and tax readiness (2021)• Assist plan sponsors, partners, and intermediaries on the utilization of web-based applications and deliver web demonstrations• Interpret 401k Plan Documents, amendments, and continually changing IRS and Department of Labor regulations and provide explanation and guidance to clients• Deliver exceptional client service, consistently achieving 10/10 and 100% scores on client satisfaction surveys year after year.
  • Td
    Global Trade Finance Specialist
    Td Mar 2017 - Feb 2019
    Mount Laurel, New Jersey
  • Td
    Senior Customer Service Representative
    Td Jul 2014 - Mar 2017
    Southampton, Pa
    • Originate Home Equity loans, lines of credit, personal loans, and mortgage referrals• Interact with existing and prospective clientele to discuss financial options and help them meet their financial goals • Foster positive relationships with clientele by providing sociable and reliable customer service• Collaborate with colleagues to achieve quarterly goals• Continuously seek ways to learn new skills by attending TD lead professional development seminars
  • The Office Of Congressman Alcee Hastings
    Legislative Intern
    The Office Of Congressman Alcee Hastings Sep 2013 - Feb 2014
    Washington D.C.
    • Communicate with constituents via phone calls, faxes/emails and letters• Assort and respond to constituent mail• Assemble daily press clips for all staff to keep up to date with global/state/local affairs• Compose press releases and blog posts for Congressman's website• Greet constituents, organizations representatives, and other staffers• Work with policy advisors on outreach programs to get cosigners for bills
  • Cory Booker For Senate
    Fellowship Intern
    Cory Booker For Senate Jul 2013 - Aug 2013
    Monmouth County Office
    • Volunteer Internship to gain experience in grassroots campaigning and local politics• Collaborated with varying staff representatives to accomplish regional campaign goals• Canvassed potential voters via door-to-door and phone-based communication• Organized and entered collected field data through NJVan• Recruited and scheduled volunteers throughout primary election• Obtained position as Staging Location Director during campaign's critical GOTV weekend

Michael Stacey Skills

Leadership Community Outreach Customer Service Teamwork Social Networking International Relations Higher Education Research Political Science Volunteering Editing Team Leadership Grassroots Organizing Networking Canvassing Collaboration Data Entry Public Speaking Microsoft Word Social Media Microsoft Office Windows Computer Proficiency Microsoft Excel Internships Recruiting Creative Writing Foreign Policy Financial Planning Retail Banking Loan Origination Powerpoint

Michael Stacey Education Details

Frequently Asked Questions about Michael Stacey

What is Michael Stacey's role at the current company?

Michael Stacey's current role is Relationship Manager.

What is Michael Stacey's email address?

Michael Stacey's email address is michael.stacey@td.com

What schools did Michael Stacey attend?

Michael Stacey attended Temple University, Edge Hill University.

What are some of Michael Stacey's interests?

Michael Stacey has interest in Fantasy Baseball, Children, Baseball History, American, Economic Empowerment, Civil Rights And Social Action, European, Middle Eastern History, Politics, Education.

What skills is Michael Stacey known for?

Michael Stacey has skills like Leadership, Community Outreach, Customer Service, Teamwork, Social Networking, International Relations, Higher Education, Research, Political Science, Volunteering, Editing, Team Leadership.

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