Stacie Kinnison is the operations manager for Lutz Financial. With over 13 years of industry experience, she has been with Lutz Financial since it was founded in 2001. Stacie designs and implements operating procedures and system enhancements to improve client service, processing and operational efficiency. She oversees training and development of operations staff and quality control to ensure accuracy, as well as, manages processes and ensures compliance with internal and external guidelines, policies and regulations relating to investment operations.
Educational Background:
- BSBA, Iowa State University, Ames, IA
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