Staci Harris

Staci Harris has a diverse work experience spanning over several companies and roles. Staci started their career as a Marketing Intern at Lincoln Financial Group in 2006. Staci then worked as the Director of Client Relations at FSI Wealth Management Inc. from December 2006 to October 2013. Following that, they joined Seaside Financial and Insurance Services as an Operations Manager from November 2013 to August 2014.

Moving forward, Staci took on various positions at Dowling & Yahnke Wealth Advisors, starting as a Client Service Specialist from September 2014 to December 2015. Staci then served as a Client Service Supervisor from January 2016 to July 2019, after which they became a Client Service Manager from July 2019 to November 2021. Finally, they worked as the Director of Operations at Dowling & Yahnke Wealth Advisors from November 2021 to August 2023.

Presently, Staci is the Client Service Director at Corient, one of the largest integrated RIAs in the United States. In this role, they manage a team of wealth advisors and oversees the company's client service operations, focusing on high and ultra-high net worth clients. Staci'sresponsibilities involve ensuring fiduciary duties and maintaining client satisfaction.

Staci Harris began their education in 2001 at Palomar College, where they pursued a degree in Liberal Arts and Sciences/Liberal Studies. Staci successfully completed their associate's degree in 2004. Staci then furthered their education at California State University San Marcos from 2005 to 2007. During this time, they obtained a Bachelor of Business Administration (B.B.A.) degree with a specialization in Finance, General.