Stacey Blalock

Stacey Blalock Email and Phone Number

Principal and Director of M&A Integration @ Parallel Advisors, LLC
Stacey Blalock's Location
San Francisco, California, United States, United States
Stacey Blalock's Contact Details

Stacey Blalock work email

Stacey Blalock personal email

Stacey Blalock phone numbers

About Stacey Blalock

Stacey Blalock is a Principal and Director of M&A Integration at Parallel Advisors, LLC. Colleagues describe them as "I had the pleasure of working with Stacey at Fidelity Investments for 4 years. She is what I consider the perfect manager. She was a great advocate and voice for her team and kept everyone aware of any business changes that affected our work. Stacey is very articulate. She has a way with words that can calm a frustrated client and bring a conflict back to reason and fact. She is there when you need her, but allows you to have space and to work as you see fit. She stays informed of her team and provides positive and constructive feedback as necessary. The best part about working with Stacey is that she is very knowledgeable about her field and she is just a lot of fun to be around. I highly recommend Stacey! She always knows how to get a job done efficiently, effectively, and with the least amount of pain possible. She is always an asset."

Stacey Blalock's Current Company Details
Parallel Advisors, LLC

Parallel Advisors, Llc

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Principal and Director of M&A Integration
Stacey Blalock Work Experience Details
  • Parallel Advisors, Llc
    Principal And Director Of M&A Integration
    Parallel Advisors, Llc Apr 2023 - Present
    San Francisco, Ca, Us
  • Parallel Advisors, Llc
    Director Of Operations
    Parallel Advisors, Llc Sep 2013 - Apr 2023
    San Francisco, Ca, Us
  • Iconiq Capital
    Client Analyst
    Iconiq Capital Jan 2012 - Sep 2013
  • Fidelity Investments
    Client Manager Iii
    Fidelity Investments Mar 2009 - Dec 2009
    Boston, Ma, Us
    Primary point of contact for Registered Investment Advisors (RIAs). Worked to optimize the RIA client experience for Pinnacle segmented firms on Fidelity’s custody and brokerage platform. Supported the tactical and strategic needs of institutional advisors and money management firms; highly engaged in all areas of support, training, technology adoption and client advocacy. Focused on a high level client satisfaction with particular attention to relationship management and process improvement.
  • Fidelity Investments
    Director
    Fidelity Investments Jul 2005 - Mar 2009
    Boston, Ma, Us
    Manage a team of service representatives responsible for consulting with Pinnacle Registered Investment Advisors (RIA) to increase efficiency, by adopting and capitalizing upon Fidelity self-service tools and resources. Implement multi-phased plan to transform department from reactive to proactive service while consistently maintaining service-level agreements with existing clients.
  • Charles Schwab
    Moneylink & Wires Manager
    Charles Schwab Feb 2003 - Jul 2005
    Westlake, Texas, Us
    Responsible for managing a team and related projects around Electronic Funds Transfer process and wire disbursements through the Federal Reserve System; ensured client satisfaction, exceeded service level agreements, met regulatory requirements, while mitigating risk.
  • Charles Schwab
    Transfer Of Accounts Team Manager
    Charles Schwab Jun 1999 - Dec 2002
    Westlake, Texas, Us
    Responsible for managing a team in the transfer of assets between global financial institutions and Charles Schwab, within strict guidelines of the industry’s regulatory bodies.
  • Charles Schwab
    Transfer Of Accounts Senior Specialist
    Charles Schwab Jun 1998 - Jun 1999
    Westlake, Texas, Us
    Responsible for expert understanding and application of all aspects of the TOA process while managing high level functions and minimizing risk in conjunction with processing a large volume of transfers in a timely and efficient manner. Managed team statistics by monitoring, reviewing, and recommending approaches to resolution.
  • Charles Schwab
    Mutual Fund Operations, Acats Representative
    Charles Schwab Feb 1996 - Jun 1998
    Westlake, Texas, Us
    Responsible for processing Automated Customer Account Transfer System (ACATS) transfers in a timely, efficient manner through broker, Fund Company, and customer contact.

Stacey Blalock Education Details

  • Lees Mcrae College
    Lees Mcrae College
    Psychology & Communication

Frequently Asked Questions about Stacey Blalock

What company does Stacey Blalock work for?

Stacey Blalock works for Parallel Advisors, Llc

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

Stacey Blalock's current role is Principal and Director of M&A Integration.

What is Stacey Blalock's email address?

Stacey Blalock's email address is st****@****tal.com

What is Stacey Blalock's direct phone number?

Stacey Blalock's direct phone number is (866) 627*****

What schools did Stacey Blalock attend?

Stacey Blalock attended Lees Mcrae College.

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