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@trueblueinc.com
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1 phone found area 253
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LinkedIn matched
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Stacy Shields is listed as Private Wealth Management at Sound Wealth Partners, a with 3 employees, based in Gig Harbor, Washington, United States. AeroLeads shows a work email signal at trueblueinc.com, phone signal with area code 253, and a matched LinkedIn profile for Stacy Shields.
Stacy Shields previously worked as Private Wealth Manager at Fortress Asset Management and Vice President Risk Management and Safety at Trueblue Inc.. Stacy Shields holds Master Of Business Administration (M.B.A.), International Business, 3.5 from Thunderbrid School Of International Business.
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AeroLeads found 2 current-domain work email signals for Stacy Shields. Compare company email patterns before reaching out.
I give people piece of mind through consistent customer service for financial goal planning; tailored investment portfolios and coordinated services with your accountant and estate planning attorney. I am a private wealth manager. I run a boutique office by invitation and referral only focused on personalized service. My business acumen and education (Certified Public Account (CPA), MBA from Thunderbird School of International, undergraduate degree in economics from the University of Michigan, Charter Property Casualty Underwriter (CPCU)) are my foundation for customer service. I do the work so you don't have too.Stacy Shields is an Investment Advisor Representative with Fortitude Advisory Group LLC through Sound Wealth Partners.
Listed skills include Team Building, Account Management, Recruiting, Staffing Services, and 7 others.
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My practice is by referral and invitation only. I believe in a holistic approach to managing wealth. After all, money is just a tool to accomplish your goals; be they family legacy or philanthropic; or something in-between. I am a boutique firm. I keep my client list small so I can walk with my clients through each stage of life.I work with your accountant and lawyers to ensure your needs and desires are synchronized.see less
United States
My practice is by referral and invitation only. I believe in a holistic approach to managing wealth. After all, money is just a tool to accomplish your goals; be they family legacy or philanthropic; or something in-between. I am a boutique firm. I keep my client list small so I can walk with my clients through each stage of life.I work with your accountant and lawyers to ensure your needs and desires are synchronized.
Tacoma Washington
I am responsible for the protection of company assets via incident prevention; cost containment and financial risk transfer programs. Due to the nature of temporary staffing safety and actuarial analysis are primary functions.
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Stacy Shields works for Sound Wealth Partners.
Stacy Shields is listed as Private Wealth Management at Sound Wealth Partners.
AeroLeads has found 2 work email signals at @trueblueinc.com for Stacy Shields at Sound Wealth Partners.
AeroLeads has found 1 phone signal(s) with area code 253 for Stacy Shields at Sound Wealth Partners.
Stacy Shields is based in Gig Harbor, Washington, United States while working with Sound Wealth Partners.
Stacy Shields has worked for Sound Wealth Partners, Fortress Asset Management, and Trueblue Inc..
You can use AeroLeads to view verified contact signals for Stacy Shields at Sound Wealth Partners, including work email, phone, and LinkedIn data when available.
Stacy Shields holds Master Of Business Administration (M.B.A.), International Business, 3.5 from Thunderbrid School Of International Business.
Stacy Shields is listed with skills including Team Building, Account Management, Recruiting, Staffing Services, Cold Calling, Training, Coaching, and Strategic Planning.
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