Stacey Blalock Email and Phone Number
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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."
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Principal And Director Of M&A IntegrationParallel Advisors, Llc Apr 2023 - PresentSan Francisco, Ca, Us -
Director Of OperationsParallel Advisors, Llc Sep 2013 - Apr 2023San Francisco, Ca, Us -
Client AnalystIconiq Capital Jan 2012 - Sep 2013
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Client Manager IiiFidelity Investments Mar 2009 - Dec 2009Boston, Ma, UsPrimary 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. -
DirectorFidelity Investments Jul 2005 - Mar 2009Boston, Ma, UsManage 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. -
Moneylink & Wires ManagerCharles Schwab Feb 2003 - Jul 2005Westlake, Texas, UsResponsible 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. -
Transfer Of Accounts Team ManagerCharles Schwab Jun 1999 - Dec 2002Westlake, Texas, UsResponsible 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. -
Transfer Of Accounts Senior SpecialistCharles Schwab Jun 1998 - Jun 1999Westlake, Texas, UsResponsible 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. -
Mutual Fund Operations, Acats RepresentativeCharles Schwab Feb 1996 - Jun 1998Westlake, Texas, UsResponsible 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
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Lees Mcrae CollegePsychology & 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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