Wealth Advisor
Current
Jun 2024 - Present
AeroLeads people directory · profile
Samuel Stacey, Cepa®, Abfp™ Email & Phone Number
Wealth Advisor
at
Nilsine Partners
1 work email found
@pepsico.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 86%
Current company
Role
Wealth Advisor
Location
Denver Metropolitan Area, United States, United States
Who is Samuel Stacey, Cepa®, Abfp™? Overview
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Quick answer
Samuel Stacey, Cepa®, Abfp™ is listed as Wealth Advisor at Nilsine Partners, based in Denver Metropolitan Area, United States, United States. AeroLeads shows a work email signal at pepsico.com and a matched LinkedIn profile for Samuel Stacey, Cepa®, Abfp™.
Samuel Stacey, Cepa®, Abfp™ previously worked as Associate Financial Advisor at Nilsine Partners and Associate, Relationship Manager at Nilsine Partners. Samuel Stacey, Cepa®, Abfp™ holds Bachelor'S Degree, Business, Management, Marketing, And Related Support Services from Brigham Young University.
Company email context
Email format at Nilsine Partners
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*@pepsico.com
68% confidence
AeroLeads found 1 current-domain work email signal for Samuel Stacey, Cepa®, Abfp™. Compare company email patterns before reaching out.
Profile bio
About Samuel Stacey, Cepa®, Abfp™
What makes me and my group different? I believe if clients know that we care about them well beyond their finances and that provides them with comfort and a feeling of security. It has been my focus to develop friendships with clients that go deeper than the professional service we provide. We are able to do this by ensuring each member of our group knows our clients personally, knows their needs and lets their importance be known in every interaction. I joined Nilsine Partners because they emphasize the concept that we are nothing without our clients, our team and our families. Family is ultimately what I am most passionate about. When I am not spending time with my family, I try to make time for passions of golf, wood working, skiing, biking and ultimately anything outdoors.
Current workplace
Samuel Stacey, Cepa®, Abfp™'s current company
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11 roles
Samuel Stacey, Cepa®, Abfp™ work experience
A career timeline built from the work history available for this profile.
Associate Financial Advisor
Jul 2022 - Jun 2024
Associate, Relationship Manager
Nilsine Partners is an independent registered investment adviser, committed to helping successful people like you to simplify the management of their wealth in order to better pursue the goals for their lives. Our clients range from multigenerational families to business owners and executives to medical professionals. Headquartered in the Denver.
Apr 2022 - Jul 2022
District Sales Leader
Jul 2021 - Apr 2022
Consumer Behavior Research Assistant
- Executed and orchestrated labs and experiments for CPG products and consumer behavior research
- Assisted in literature reviews for publishing current research articles
Aug 2019 - May 2021
Self Employed
Ss Custom Pens
-Branded personal business, selling custom-made products privately and in retail stores -Developed skills in design, marketing and advertising products, strategic pricing, inventory control, and customer service and retention
Jan 2012 - Apr 2021
Summer Sales Intern
Jul 2020 - Sep 2020
Global Marketing Study Abroad
- Traveled to England, France, Germany, Czech Republic, Switzerland, Italy, Dubai, South Africa, Thailand, and China-Increased understanding of global marketing strategies May -Met with representatives from Barclays, BMW, Dow Chemical, General Mills, McCann World Group, Yum Brands, and Google China
May 2019 - Jun 2019
Merger And Acquisition Intern
-Performed market research on the automotive industry for a $100M merger and acquisition-Researched and created a list of the top 50 possible company acquisitions that met specific requirements -Created five in-depth company profiles and presented them to Hanover for the acquisition
Jan 2019 - May 2019
Assistant To The Vice President Of Sales And Corporate Services
-Generated and completed Request for Proposals for up to $100 thousand contracts-Coordinated customer acquisition and retention-Improved customer funnel by analyzing customer data entry to enhance economic engine
Jan 2019 - May 2019
Strategic Managment Intern
-Analyzed and revised the firm’s strategic and brand leadership videos-Rebranded and restructured failing firms
Jun 2015 - Sep 2015
2 education records
Samuel Stacey, Cepa®, Abfp™ education
Bachelor'S Degree, Business, Management, Marketing, And Related Support Services
FAQ
Frequently asked questions about Samuel Stacey, Cepa®, Abfp™
Quick answers generated from the profile data available on this page.
What company does Samuel Stacey, Cepa®, Abfp™ work for?
Samuel Stacey, Cepa®, Abfp™ works for Nilsine Partners.
What is Samuel Stacey, Cepa®, Abfp™'s role at Nilsine Partners?
Samuel Stacey, Cepa®, Abfp™ is listed as Wealth Advisor at Nilsine Partners.
What is Samuel Stacey, Cepa®, Abfp™'s email address?
AeroLeads has found 1 work email signal at @pepsico.com for Samuel Stacey, Cepa®, Abfp™ at Nilsine Partners.
Where is Samuel Stacey, Cepa®, Abfp™ based?
Samuel Stacey, Cepa®, Abfp™ is based in Denver Metropolitan Area, United States, United States while working with Nilsine Partners.
What companies has Samuel Stacey, Cepa®, Abfp™ worked for?
Samuel Stacey, Cepa®, Abfp™ has worked for Nilsine Partners, Frito Lay, Brigham Young University, Ss Custom Pens, and Pepsico.
How can I contact Samuel Stacey, Cepa®, Abfp™?
You can use AeroLeads to view verified contact signals for Samuel Stacey, Cepa®, Abfp™ at Nilsine Partners, including work email, phone, and LinkedIn data when available.
What schools did Samuel Stacey, Cepa®, Abfp™ attend?
Samuel Stacey, Cepa®, Abfp™ holds Bachelor'S Degree, Business, Management, Marketing, And Related Support Services from Brigham Young University.
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