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Stacy Swain

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Stacy Swain

Financial Advisor, CFM, AVP | Rockefeller Capital Management

California, Orinda, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Stacy Swain

Work Experience

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Client Relationship Director, Vice President at

Rockefeller Capital Management

March 2023 - Present

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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

mail

******@firstrepublic.com

******@rockco.com

Colleagues

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Heather Jensen

Assistant Store Manager

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Heather Philip

Manager of Special Projects

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Georgina Lahoud-nico

Managing Director - Private Wealth Advisor

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Gerry Dahlander

Senior Financial Advisor, Senior Vice President

Erica Howard

Legal Analyst

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Eric Walker

Production Manager

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Tracy Garon Hojka

Accounting Clerk

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Hillary Collins

Vice President, Client Relationship Manager

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Sean Gorman

Securities Compliance Examiner

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