Stacia Hatfield is a qualified expert, that works in The Carlyle Group on the position of Vice President since 2019. This expert has earned professional experience in more than 11 positions at various companies. Stacia Hatfield went to the Duke University - the Fuqua School of Business and got education from 2002 to 2004. This person has such qualifications as Series 7 and Series 66. San Francisco, California is the city, where this expert was lastly known to settle. Their contacts are accessed through this website by request.
Name variants:
Eustacia Hatfield
Last updated Jun 19, 2024
Contact Information
Last Update
Jul 8, 2022
Email
st**@staciahatfield.com
Location
San Francisco, CA
Company
Workplace
Colleagues
Work History
Senior Etf Specialist
1555 Peachtree St, Atlanta, GA 30309
ETF Specialists in the Beta Solutions Group at Oppenheimer Funds, focusing on the RIA & Private Bank, SFO channel.
Mar 2017 — May 2019
Regional Director - Senior Portfolio Etf Specialist
New York
ETF specialist for west coast region for IndexIQ, a NYLife/Mainstay boutique. IndexIQ offers ETFs in the smart beta and traditional market cap weighted arena. Work in all channels to train a...
Sep 2013 — Nov 2016
Vice President
Oakland, CA
Wealth Planning and Investment Management Specialist concentrating on high net worth individuals in these arenas: --Women in Transition --Individuals Experiencing Sudden Wealth (Inheritance ...
Sep 2012 — Oct 2013
President and Founder
Minnesota
Consulting firm focused on business development for the successful financial adviser/wealth management practice looking to expand using behavioral finance and neuroeconomics to succeed after...
Jan 2009 — Sep 2012
Business Development Manager, Ria
1301 2Nd Avenue Ext FLOOR 18, Seattle, WA 98104
ETF Wholesaler for RIA Channel in Southwest US region. Developed $10B territory to promote and sell new line of “Smart Beta” and Factor ETF products. Targeted RIAs $5B and down, averaging 5-...
Jul 2011 — Feb 2012
Vice President
New York, NY
Sales and Relationship Management for the Custodial/Clearing arm targeting RIAs for Bank of America/ML. Covered West Coast and Mid West.
Apr 2009 — Jul 2011
Vice President
1345 Avenue Of The Americas, New York, NY 10105
Regional Manager for RIA and Independent Advisor division on the west coast. Global Business Development liason for Schwab.
Feb 2007 — Nov 2008
Director of Sales - Western
200 south 108Th Avenue Cir, Omaha, NE 68164
Sales Director for 12 western states. Producing manager overseeing two sales manager to bring custodial assets of Registered Investment Advisors onto the Ameritrade Institutional platform.
Sep 2002 — Mar 2006
Product Development Manager
49 Stevenson St, San Francisco, CA 94105
Product Development Manager leading a team of 5 programmers to build RIA only custodial platform. Company acquired in 2002.
Sep 1998 — Sep 2002
Technical Analyst
1585 Broadway, New York, NY 10003
Technical Analyst for high net worth team, analyzing, monitoring and performance reporting on portfolios for 150+ households.
Oct 1995 — Jul 2000
Education
2002 — 2004
1991 — 1995
Occupations
Executive
Vice President
Accountant
Finance and Accounting Specialist
Chief Executive
Accounting Bookkeeper
Bookkeeper
Skills
Investments
Etfs
Investment Management
Portfolio Management
Mutual Funds
Wealth Management
Strategic Financial Planning
Wealth
Financial Services
Financial Advisory
Alternative Investments
Relationship Management
Investment Advisory
Asset Allocation
Finance
Wealth Management Services
Financial Planning
Management
Selling
Derivatives
Financial Markets
Sales
Asset Management
Financial Planners
Trading
Business Relationship Management
Series 7