We Work Together
We pool our knowledge, experience, and skills so we can offer you multi-disciplined perspectives and unparalleled service.
Profile
Stacey Blalock
1972 VW Convertible Super Beetle in Texas Yellow. Having a convertible as my first car was a blast.
I’ve lived in six states and many cities. Born in New Orleans LA and moved to Mobile AL, Tampa FL, Greensboro NC, Salt Lake City UT, but San Francisco is where I've lived the longest in my life and is truly my home now.
Teacher. My mom was a Special Education teacher, and I loved helping with her classes’ extracurricular activities. I still like to facilitate educational training.
Working with and getting to know our clients. They're the reason we're all here.
Godfather's Pizza in Hickory, NC. I applied for and accepted my first job on my 16th birthday.
About Stacey
- Objective: Stacey's goal is to support the growth of a well-regarded and innovative wealth management firm; to ensure a seamless and superior client service experience.
- Specialized Responsibilities: Operations Manager
- Snapshot: Stacey has been effectively and efficiently managing operational teams since 1998; she has deep experience in transfer of account, cashiering, and mutual fund operations; she also brings extensive expertise in the RIA business.
Experience
- Client Analyst/Operations Specialist, ICONIQ Capital, San Francisco, CA; developed a client analyst team and directly managed the primary custodian relationship
- Client Administrator, Yellow Brick Road Financial Advisors, San Francisco, CA
- Director, Registered Investment Advisor Group, Fidelity Investments, San Francisco, CA
- Operations Manager, Charles Schwab & Co., San Francisco, CA; managed various operational groups for 10 years
Education
- Lees McRae College, AA, Psychology and Communication
