Years of experience: 14
Event ProducerMarketingFinancial PlannerEducationFinanceBusiness Owner
Trust Score
Exceptionally trusted; proven professional excellence.
Lacey's Career Path
Jul. 2024 -Present
Prudential FinancialFinancial Advisor
Create comprehensive financial plans for clients based on their individual goals and needs.
Investment strategies, asset allocation, and risk management.
Clients with estate planning, tax optimization, and wealth preservation strategies.
Create strong client relationships through effective communication and personalized financial advice. Stay on financial market trends and regulatory ...
Jun. 2020 -Jul. 2024
Northwestern MutualFinancial Advisor
Des Moines Metropolitan Area Helping people to achieve their goals and dreams to have the best possible life for their families.
Create comprehensive plans that are custom to each need. Investment Strategy.
Planning for retirement and what comes next.
Helping to leave generational wealth.
Education planning and strategy. Internship management and leadership.
Dec. 2018 -Jun. 2020
INNOVATX EventsDirector Of Accounts
Austin, Texas, United States Build relationships with hotel partners, CVB, corporate clients, and 3rd parties. Write proposals based on customer needs by defined deadlines and develop budgets.
Oversee events from initial inquiry through post-program evaluation, ensuring client success.
Define event objectives and program budgets, target profitability, and maintain key vendor relationships.
Provide efficient ons...