Osaic
Stacy O'Keeffe is a seasoned professional with extensive experience in financial services, currently serving as the Senior Vice President of Experience & Community, Advisor Engagement at Osaic since November 2022. Prior to this role, Stacy spent over 16 years at Advisor Group, advancing through various leadership positions including Senior Vice President of Education and Technology Consulting, where responsibilities included leading teams to enhance education and technology engagement for 10,000 financial professionals. With a strong focus on advisor engagement, technology integration, and community building, Stacy has successfully implemented strategic initiatives that foster business growth and improve client experiences. An economics graduate from Arizona State University, Stacy's career also includes roles in training and customer service at AIG Financial Advisors and Sunamerica Securities.
This person is not in any teams
This person is not in any offices
Osaic
8 followers
Osaic provides the support, resources, and community designed for the future of wealth management.