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Stacy O'Keeffe — SVP, Advisor Engagement, Community and Experience; President, Osaic Foundation · Osaic · Cave Creek, Arizona, United States.
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Profile updated Nov 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis
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About
I am a results-driven professional specializing in technology enablement and consulting, proficient in crafting efficient processes to enhance effectiveness, while weaving in client-centric narratives for usability. As a liaison between content and action, I thrive in advancing educational endeavors by bridging gaps and seamlessly integrating knowledge into actionable strategies as a connector. Utilizing my adept communication, facilitation, and presentation abilities, I forge connections and comprehension to fuel client growth. Acknowledged as a nurturing leader, I prioritize mentorship and guidance, equipping individuals with the tools and knowledge to pursue their personal growth objectives. I foster a culture of continuous improvement, development, and trusted relationships. I am the ultimate combination of relationship builder, coaching,strategic thinking and organized implementer.
Experience
Senior Vice President, Education and Technology Consulting
Advisor Group · United States
Jun 2021 – Dec 2022
My role was to lead various teams to impact education and engagement of our financial professionals. Key areas of focus include: Education programming to support training and events of 10,000 financial professionals and specific segmentation tracks. Technology consulting that focuses on bringing best practices of digital solutions to independent advisors to grow their practice. Event programming and experience of educational opportunities for in person and virtual events. This includes multiple partner session tracks, keynote speakers booking and coordination with event goals, business unit engagement plans and virtual event community.
Education
Skills
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