Stacey Winter, Cfa
About Stacey Winter, Cfa
Stacey Winter, CFA, serves as the Managing Director of Equity Sales at Wedbush Securities, where she has worked for over 22 years. She has successfully expanded account coverage from the West Coast to approximately 30 accounts in the New York Area and has a strong background in finance and sales management.
Current Role at Wedbush Securities
Stacey Winter serves as Managing Director of Equity Sales at Wedbush Securities, a position she has held since 2002. Based in the Greater Los Angeles Area, she has played a pivotal role in managing and expanding the firm's equity sales operations. Winter has successfully extended coverage from the West Coast to approximately 30 accounts in the New York Area, demonstrating her capability in managing client relationships and driving sales growth.
Previous Experience at Wedbush Securities
Prior to her current role, Stacey Winter worked at Wedbush Securities from 2011 to 2014 as Managing Director and Co-Director of Equity Sales. During her tenure, she consistently increased revenue, votes, and analyst penetration, showcasing her effectiveness in enhancing the firm's market presence and client engagement.
Experience at William O'Neil + Co. Inc.
Before joining Wedbush Securities, Stacey Winter worked at William O'Neil + Co. Inc. as an Institutional Sales representative from 1998 to 2000. This experience contributed to her foundational knowledge and skills in equity sales, preparing her for her subsequent roles in the industry.
Education and Expertise
Stacey Winter earned a Bachelor of Science (BS) degree in Business Administration with an Option in Finance from California State University-Northridge. Her educational background provides her with a solid foundation in financial principles, which she applies in her role as Managing Director of Equity Sales.
Management Style
Stacey Winter is known for her proactive, hands-on management style. She emphasizes leading by example, which fosters a collaborative and productive work environment. This approach has contributed to her success in managing teams and driving performance in equity sales.