Profil
Ms. Stacy L.
Fisher is a Principal at Ascendant Wealth Management LLC.
Prior to joining Ascendant Wealth Management in 2007, she worked for several in the retail banking area of Bank One, where she rose to her position as Assistant Branch Manager.
She also worked for four years in the Wealth and Investment Management department at SunTrust Bank, supporting the areas of Marketing and Investment Services.
Anciens postes connus de Stacy Fisher Schneider
| Sociétés | Poste | Fin |
|---|---|---|
Ascendant Wealth Management LLC
Ascendant Wealth Management LLC Investment ManagersFinance Ascendant Wealth Management's investment objective provides the basic framework for the portfolio's asset allocation between stocks, bonds and cash. The larger the allocation to equities, the more potential for capital appreciation (or depreciation) and the more aggressive the investment objective. The larger the allocation to income producing assets, the less aggressive the investment objective. Each portfolio generally consists of a mix of investments based on the client's investment objective. Asset classes may include individual stocks and bonds, mutual funds, ETFs, alternative investments, SMAs and conservative option strategies | Corporate Officer/Principal | 01/01/2020 |
| SUNTRUST BANKS | Corporate Officer/Principal | - |
Bank One
Bank One Regional BanksFinance State chartered commercial bank | Corporate Officer/Principal | - |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
SunTrust Banks, Inc.
SunTrust Banks, Inc. Regional BanksFinance National commercial bank | Finance |
Bank One
Bank One Regional BanksFinance State chartered commercial bank | Finance |
Ascendant Wealth Management LLC
Ascendant Wealth Management LLC Investment ManagersFinance Ascendant Wealth Management's investment objective provides the basic framework for the portfolio's asset allocation between stocks, bonds and cash. The larger the allocation to equities, the more potential for capital appreciation (or depreciation) and the more aggressive the investment objective. The larger the allocation to income producing assets, the less aggressive the investment objective. Each portfolio generally consists of a mix of investments based on the client's investment objective. Asset classes may include individual stocks and bonds, mutual funds, ETFs, alternative investments, SMAs and conservative option strategies | Finance |
















