Who is Stacey Kirkpatrick? Overview
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Stacey Kirkpatrick is listed as Paraplanner at Farther, based in Dallas-Fort Worth Metroplex, United States. AeroLeads shows a matched LinkedIn profile for Stacey Kirkpatrick.
Stacey Kirkpatrick previously worked as Client Services Associate at Farpointe Wealth Partners, Llc and Financial Services Representative at Td Ameritrade. Stacey Kirkpatrick holds Master Of Business Administration - Mba, 3.86 from The University Of Texas At Dallas.
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Email format at Farther
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Farther
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Profile bio
About Stacey Kirkpatrick
Self-motivated professional with over 15 years of management experience managing multiple simultaneous projects. Seeking a professional role where my Series 7, 63, and 65 licenses, education and work experience will allow me to grow and contribute in a meaningful and rewarding manner. I enjoy working in a team environment and have earned a reputation for being detail-oriented, following through on commitments, and communicating effectively.
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6 roles
Stacey Kirkpatrick work experience
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Client Services Associate
Current• Coordination of client onboarding tasks for three wealth management offices including the initiating and completing of all transactions required to fully service client accounts.• Provide exceptional customer service by proactively managing all client needs through communication and coordination with advisors, the broker-dealer, and related carrier companies.• Prepare for client meetings by utilizing technologies, such as MoneyGuidePro, Asset Map, and ATS.• Maintain the CRM system with the objective of ensuring thorough and efficient service operations.• Utilize Microsoft Office Suite, Adobe Acrobat, and broker-dealer technologies to effectively complete account management tasks.
Oct 2022 - Present
Financial Services Representative
• Responded to clients’ inquiries in a professional manner and built rapport to build long-term relationships• Analyzed each customer’s situation and researched to determine appropriate action• Highest customer satisfaction scores (97%) within a team of 15 Traders• Passed the SIE, Series 7, and Series 63 exams on first attempt
Jul 2021 - Apr 2022
General Manager
Sdk Desserts Llc
• Developed, implemented, and maintained budgetary and resource allocation plans• Oversaw day-to-day operations, multi-tasked, and delegated responsibilities to the best qualified employees• Promoted unique bakery offering to Fortune 100 organizations, increasing sales 44% in 12 months• Increased community visibility and awareness through networking opportunities with business and community leaders• Built solid reputation for customer service, as evidenced in numerous 5-star reviews on Google and Yelp
Jul 2018 - Jul 2020
Clinical Dietitian
Texas Health Resources Fort Worth
• Conducted presentations on mindful eating, meal planning, and weight management for up to 20 attendees• Established individualized nutrition care plans based on in-depth and specialized initial and follow-up nutrition assessments of patients• Developed relevant and informative 6-week non-surgical weight management program based on science at behest of Bariatric department• Created education materials and meal plans with nutrient analysis• Facilitated adoption of weight management program by participants in 3 Texas Health hospitals
Jan 2017 - May 2018
User Experience Manager And Consultant
• Promoted to roles of increased responsibility to final role of directing 25 domestic and international user experience consulting projects per year• Assisted the sales team as a subject matter expert during sales calls to establish credibility and build rapport• Managed user-experience projects for Fortune 100 companies in usability labs, focus groups, and on-site locations• Directed projects that identified and collected data related to usability issues with websites, apps, and products • Analyzed quantitative and qualitative data to resolve issues causing significant user errors and driving customer dissatisfaction, loss of sales, and increased technical support needs• Achieved client buy-in for design and technical recommendations that improved the company’s sales and user satisfaction, earning multiple additional user experience projects
Feb 1997 - Aug 2011
4 education records
Stacey Kirkpatrick education
Master Of Business Administration - Mba, 3.86
Master Of Clinical Nutrition
University Of Texas Southwestern School Of Health Professions
Bachelor Of Science - Bs, Nutrition
Bachelor Of Business Administration - Bba, Finance, General
FAQ
Frequently asked questions about Stacey Kirkpatrick
Quick answers generated from the profile data available on this page.
What company does Stacey Kirkpatrick work for?
Stacey Kirkpatrick works for Farther.
What is Stacey Kirkpatrick's role at Farther?
Stacey Kirkpatrick is listed as Paraplanner at Farther.
Where is Stacey Kirkpatrick based?
Stacey Kirkpatrick is based in Dallas-Fort Worth Metroplex, United States while working with Farther.
What companies has Stacey Kirkpatrick worked for?
Stacey Kirkpatrick has worked for Farther, Farpointe Wealth Partners, Llc, Td Ameritrade, Sdk Desserts Llc, and Texas Health Resources Fort Worth.
How can I contact Stacey Kirkpatrick?
You can use AeroLeads to view verified contact signals for Stacey Kirkpatrick at Farther, including work email, phone, and LinkedIn data when available.
What schools did Stacey Kirkpatrick attend?
Stacey Kirkpatrick holds Master Of Business Administration - Mba, 3.86 from The University Of Texas At Dallas.
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