Stacey Punch
Managing Partner at GreenLine Consultants LLC | Rock Tavern, New York, United States
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Managing Partner at GreenLine Consultants LLC in March 2022 to Present
Program Manager - Implementation at Advisor360° in December 2021 to December 2023
VP - Client Management at Fidelity Investments in July 2017 to June 2021
VP - Project Management at Fidelity Investments in January 2003 to June 2017
Corporate Vice President - Broker Relations at UBS - Correspondent Services Corporation in September 1999 to July 2003
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Kean University, Bachelor of Arts, January 1995 to January 1998
Rutgers University, Dance, January 1988 to January 1990
Arthur L. Johnson High School, January 1984 to January 1988
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Customer Relationship Management (CRM)
Digitization
Business Process Improvement
Business Transformation
Operations Management
Client Delivery
Client Services
Jira
Strategic Planning
Program Management
Series 7
Financial Services
Series 63
Series 24
Business Analysis
Equities
Fixed Income
Mutual Funds
Project Management
Risk Management
Securities
Vendor Management
Wealth Management
Investments
Trading
Securities Regulation
Asset Management
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What company does Stacey Punch work for?
Stacey Punch works for GreenLine Consultants LLC
What is Stacey Punch's role at GreenLine Consultants LLC?
Stacey Punch is Managing Partner
What is Stacey Punch's personal email address?
Stacey Punch's personal email address is st****[email protected]
What is Stacey Punch's business email address?
Stacey Punch's business email address is s****[email protected]
What is Stacey Punch's Phone Number?
Stacey Punch's phone (212) ***-*271
What industry does Stacey Punch work in?
Stacey Punch works in the Financial Services industry.
Stacey Punch Email Addresses
Stacey Punch Phone Numbers
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