Stacey Spatz
Vice President, Trust Advisor at Truist Wealth
- Role
- Vice President, Trust Advisor at Truist Wealth
- Location
- Orlando, FL, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Stacey Spatz
Result-oriented and self-motivated Wealth Management Professional with progressive…
Experience
Vice President, Trust Advisor
Feb 2021 — Present · Orlando, FL, US
Education
Florida Graduate Trust School
Honors
2003 — 2005
Dowling College
Bachelor of Business Administration (BBA), Business Adminsitration and Finance
ABA National Trust School
Intermediate Trust School
2017 — 2017
ABA National Trust School
Advanced Trust School
2018 — 2018
Skills
- Trust Management
- Compensation & Benefit
- Highly Detail Oriented
- Trust Services
- Personal Trust Administration
- Organized Multi-Tasker
- Fiduciary Services
- Research
- Retirement
- Mentoring
- Handle Confidential Information
- Budget Monitoring
- Wealth Management Services
- Microsoft Excel
- Powerpoint
- Budgets
- Compliance Support
- Microsoft Word
- Task Driven
- Recruiting
- Leadership
- Employee Benefits
- Relationship Management
- Management
- Personal Financial Planning
- Iras
- Banking
- Risk Management
- Microsoft Office
- Investment Management
- Wealth Management
- Customer Retention
- Customer Service
- Budget Process
- Training
- Relationship Mgmt
- Compliance
- Sei Trust 3000
- High Net Worth Individuals
- Problem Solving
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