Richelle Stoneking

Director of Investment Technology at Ae Wealth Management | Partner

Richelle Stoneking is a qualified expert, working in Mariner Holdings main office of which is in 91. as a Senior Trade Associate from 2012. Richelle has earned professional experience in more than four positions at various companies. Richelle Stoneking went to the University of Iowa and was studying there from 2004 to 2008. Richelle Stoneking has such qualifications as Series 7 and Series 66. Olathe, Kansas is the area, where this professional was lastly known to be located. The person's contacts can be accessed through SoftwareOfficial on demand.
Name variants:
Richelle Stoneking
Last updated Jun 15, 2024

Contact Information

Last Update
Jul 4, 2022
Email
ri**@mariner-holdings.com
Location
Olathe, KS

Workplace

Mariner Holdings
Senior Trade Associate

Industry

Financial Services

Work History

Senior Trade Associate

Leawood, KS
Responsible for daily execution of trade requests for Mariner Wealth client accounts, as well as the trading and maintenance of Mariner investment models. Ensure completion and settlement o...
from 2012

Real Estate Sales Agent

Greater Kansas City Area
Feb 2010 — Sep 2012

Office Manager

7416 Wornall Road, Kansas City, Missouri
Jul 2011 — Aug 2012

Operations Associate

Oct 2010 — Jul 2011

Education

2004 — 2008

Occupations

Executive
Director
Partner
Supporting Member
Managers
Accountant
Finance and Accounting Specialist
Real Estate Broker
Real Estate Sales Agent
Operations Manager
Chief Executive
Team Member
Accounting Bookkeeper
Bookkeeper

Skills

Financial Services
Business Process Improvement
Trading
Investments
Social Media
Portfolio Management
Project Management
Finance
Wealth Management
Investment Management
Salesforce.com
Microsoft Excel
Microsoft Office
Visual Basic For Applications
Customer Service
Leadership
Management
Advent
Orion
Salesforce.com Administration
Third Party Vendor Management
Business Operations

FAQs about Richelle Stoneking

What is the main profession of Richelle Stoneking?

Richelle is a Director of Investment Technology at Ae Wealth Management | Partner.

What are the main profession of Richelle?

These person's professions are Executive and Director

Where is Richelle Stoneking currently located?

The professional is currently located in Olathe, Kansas.

Does Richelle have the email address?

ri**@mariner-holdings.com is The expert's email address.

Where did Richelle Stoneking work?

This expert worked at Mariner Holdings, Reece & Nichols.

Where has Richelle Stoneking studied?

Richelle studied at the University of Iowa from 2004 to 2008.

What are the certifications of Richelle Stoneking?

Richelle received the following certifications: Series 7 and Series 66.

What languages does Richelle Stoneking speak?

Richelle Stoneking speaks Spanish and English.
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