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Stacy Swain
Stacy Swain
Financial Advisor, CFM, AVP | Rockefeller Capital Management
California, Orinda, United States
Stacy Swain
Summary
Stacy Swain is a seasoned financial services professional with extensive experience in client relationship management. Currently serving as a Client Relationship Director and Vice President at Rockefeller Capital Management, she leverages over 15 years of expertise in the financial sector. Previously, she held director-level roles at First Republic Private Wealth Management and has a strong foundation from her tenure at Merrill Lynch. Stacy's academic background includes a Bachelor of Arts from UC Santa Barbara, enhancing her analytical skills in finance and accounting. Known for her strategic approach to client relations, she excels in building lasting partnerships. Her career reflects a commitment to excellence in service delivery and a deep understanding of the financial landscape. Stacy is passionate about mentoring emerging professionals in the industry and is always seeking innovative solutions to enhance client satisfaction. Residing in Orinda, California, she enjoys the vibrant community and opportunities for professional growth.
Stacy Swain
Work Experience
Client Relationship Director, Vice President at
Rockefeller Capital Management
March 2023 - Present
Stacy Swain
Education
UC Santa Barbara, BA
Frequently Asked Questions about Stacy Swain
What is Stacy Swain email address?
Stacy Swain's primary email address is ******@firstrepublic.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Stacy Swain work for?
Stacy Swain is a Financial Advisor, CFM, AVP at Rockefeller Capital Management.
Where Stacy Swain graduated from?
Stacy Swain holds a degree in null from UC Santa Barbara.
How can I directly contact Stacy Swain?
To contact Stacy Swain directly, you can use the email address ******@firstrepublic.com. Complete contact information is available upon registration with Muraena.
Who is Stacy Swain?
Stacy Swain is a seasoned financial services professional with extensive experience in client relationship management. Currently serving as a Client Relationship Director and Vice President at Rockefeller Capital Management, she leverages over 15 years of expertise in the financial sector. Previously, she held director-level roles at First Republic Private Wealth Management and has a strong foundation from her tenure at Merrill Lynch. Stacy's academic background includes a Bachelor of Arts from UC Santa Barbara, enhancing her analytical skills in finance and accounting. Known for her strategic approach to client relations, she excels in building lasting partnerships. Her career reflects a commitment to excellence in service delivery and a deep understanding of the financial landscape. Stacy is passionate about mentoring emerging professionals in the industry and is always seeking innovative solutions to enhance client satisfaction. Residing in Orinda, California, she enjoys the vibrant community and opportunities for professional growth.
Stacy`s contact details
******@firstrepublic.com
******@rockco.com
Colleagues
Assistant Store Manager
Manager of Special Projects
Managing Director - Private Wealth Advisor
Senior Financial Advisor, Senior Vice President
Legal Analyst
Production Manager
Accounting Clerk
Vice President, Client Relationship Manager
Securities Compliance Examiner
Caddie