Stacy Johnson

Stacy Johnson

MBA, PMP®, CFP®
Phoenix, Arizona, United States

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Work Experience

Wealth Enhancement Group

Director of Sales and Marketing Operations

2023-06-01 - Present

Desert Financial Credit Union

Director of Wealth Management Compliance and Operations

2022-11-01 - 2023-05-01

Robinhood

Safety and Privacy Sr. Operations Manager

2022-01-01 - 2022-10-01

Amazon

Operations Manager

2020-08-01 - 2021-03-01

USAA

Director- Sales and Operations Leader- Financial Planning and Advice

2017-10-01 - 2020-06-01

Chase

Personal Banker

2003-09-01 - 2006-10-01

Skills

financial planning investment management tax strategies risk management insurance estate planning group retirement plan consulting retirement income planning

Languages

English