Richelle Stoneking

Richelle Stoneking Email and Phone Number

Director of Investment Technology at AE Wealth Management | Partner at NEXA Insights @ NEXA Insights
Olathe, KS, US
Richelle Stoneking's Location
Olathe, Kansas, United States, United States
Richelle Stoneking's Contact Details

Richelle Stoneking work email

Richelle Stoneking personal email

n/a

Richelle Stoneking phone numbers

About Richelle Stoneking

Highly motivated, detail oriented, results focused, driven professional with experience in operations and trading, and various systems and technologies within the financial services industry. Years of demonstrating consistent achievement and meeting department and company objectives. Strong decision making, client service, leadership, communication, technical, and analytical skills. Conceptual thinker who has been successful creating and refining operational and investment processes across multiple systems to promote scalability and efficiency across quickly growing organizations.

Richelle Stoneking's Current Company Details
NEXA Insights

Nexa Insights

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Director of Investment Technology at AE Wealth Management | Partner at NEXA Insights
Olathe, KS, US
Website:
nexainsights.com
Employees:
5
Richelle Stoneking Work Experience Details
  • Nexa Insights
    Nexa Insights
    Olathe, Ks, Us
    View
  • Ae Wealth Management, Llc
    Director Of Investment Technology & Solutions
    Ae Wealth Management, Llc Mar 2019 - Present
    Topeka, Ks, Us
    View
  • Nexa Insights
    Partner
    Nexa Insights May 2018 - Present
    Lenexa, Kansas, Us
    NEXA Insights is a total advisor solution for gathering client feedback, providing both the implementation expertise and technology needed to effortlessly deploy a customized survey solution to financial advisory firms.
    View
  • Creative Planning Inc.
    Director Of Investment Technology & Solutions
    Creative Planning Inc. Mar 2018 - Feb 2019
    Overland Park, Kansas, Us
    View
  • Creative Planning Inc.
    Investment Manager
    Creative Planning Inc. Jul 2017 - Mar 2018
    Overland Park, Kansas, Us
    View
  • Mariner Holdings
    Trading Manager
    Mariner Holdings Oct 2010 - Jul 2017
    Overland Park, Ks, Us
    View

Richelle Stoneking Skills

Financial Services Business Process Improvement Trading Investments Social Media Portfolio Management Project Management Finance Wealth Management Investment Management Salesforce.com Microsoft Excel Microsoft Office Visual Basic For Applications Customer Service Leadership Management Advent Orion Salesforce.com Administration Third Party Vendor Management Business Operations

Richelle Stoneking Education Details

  • University Of Iowa
    University Of Iowa
    Finance

Frequently Asked Questions about Richelle Stoneking

What company does Richelle Stoneking work for?

Richelle Stoneking works for Nexa Insights

What is Richelle Stoneking's role at the current company?

Richelle Stoneking's current role is Director of Investment Technology at AE Wealth Management | Partner at NEXA Insights.

What is Richelle Stoneking's email address?

Richelle Stoneking's email address is ri****@****ngs.com

What is Richelle Stoneking's direct phone number?

Richelle Stoneking's direct phone number is +181679*****

What schools did Richelle Stoneking attend?

Richelle Stoneking attended University Of Iowa.

What skills is Richelle Stoneking known for?

Richelle Stoneking has skills like Financial Services, Business Process Improvement, Trading, Investments, Social Media, Portfolio Management, Project Management, Finance, Wealth Management, Investment Management, Salesforce.com, Microsoft Excel.

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