Stacey Conroy
Consultant

Stacey assists clients with compliance and strategic matters. Her previous experience includes working for U.S. Bancorp Fund Services' Fund Administration Department as a Compliance Administrator servicing mutual funds. In this position, Stacey prepared N-SARs and financial statements and created compliance schedules to ensure fund compliance with regulatory requirements. She also developed and monitored daily expense and accrual factors for funds, prepared materials for board meetings and completed monthly and quarterly information for reporting agencies. Stacey also worked as an accountant for FIRMCO, a $30 billion investment advisor, with a $10 billion mutual fund complex, and Cleary Gull, Inc., an investment advisory firm and broker dealer. In these positions, Stacey was responsible for all aspects of the firms' accounting processes, including client billings and calculation of assets under management.

Stacey earned a bachelor's degree in accounting from Cardinal Stritch University and an associate's degree in accounting from Waukesha County Technical College.