Stacey Elliott
Licensed Realtor & Small Business Owner/Operator
- Role
- Business Owner at Plato\'s Closet
- Location
- Lees Summit, MO, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Stacey Elliott
Enterprise account management & relationship expertise. Whether managing a large…
Experience
Business Owner
May 2021 — Present · Lees Summit, MO, US
Skills
- Investments
- Retirement Planning
- Finra
- Retirement
- Strategic Financial Planning
- Client Services
- Salesforce.com
- Back Office
- Business Development Companies
- Strategic Planning
- Fixed Income
- Series 63
- Business Relationship Management
- Relationship Management
- Listing Services
- Asset Allocation
- Banking
- Mutual Funds
- Risk Management
- Financial Services
- Crm
- Project Management
- Finance
- Wealth Management
- Pensions
- Transfer Agency
- Hedge Funds
- Fixed Annuities
- Reit
- Investment Advisory
- Investment Strategies
- Alternative Investments
- Equities
- Asset Management
- Securities
- Customer Relationship Management (Crm)
- Vendor Management
- Mergers & Acquisitions
- 401k
- Series 6
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