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Stacey Winter, CFA has a successful work history in the financial industry. Stacey initially worked as a Research Analyst at Kuhn Capital Management, where they were responsible for managing equity positions and identifying new investment opportunities. Stacey was then recruited to William O'Neil + Co. Inc. as an Institutional Salesperson and Relationship Manager, where they presented and sold investment tools to portfolio managers and analysts. Stacey was later recruited by Wedbush Securities as a Managing Director, initially covering West Coast accounts before expanding to successfully cover New York Area accounts. Stacey consistently ranked as one of the top producers, increasing revenue, votes, and analyst penetration. Stacey later became the Co-Director of Equity Sales at Wedbush Securities before leaving the company in 2014.

Stacey Winter, CFA holds a Bachelor of Science (BS) degree in Business Administration with an Option in Finance from California State University, Northridge.