Stacy McNeal

Title: Account Processor

Favorite Movie or TV Show: Big Bang Theory

My Role: I am responsible for making sure clients’ checks are sent to the appropriate custodians and verifying that they have been received and are properly applied to the clients’ accounts. I also process account applications and other paperwork to help new clients get their accounts setup.

Best Part of My Job: I enjoy that my job is very process-driven. I like being able to follow a checklist to completion and keep a close eye on the accuracy of the paperwork I submit on behalf of our clients.

Hobbies & Interests: I love to crochet in my down time and I find it very relaxing. I also enjoy photographing special events and occasions throughout the year.

Volunteer & Philanthropy: I volunteer at several church-affiliated events throughout the year to benefit different organizations and ministries.

Stacy McNeal

Title: Account Processor

Favorite Movie or TV Show: Big Bang Theory

My Role: I am responsible for making sure clients’ checks are sent to the appropriate custodians and verifying that they have been received and are properly applied to the clients’ accounts. I also process account applications and other paperwork to help new clients get their accounts setup.

Best Part of My Job: I enjoy that my job is very process-driven. I like being able to follow a checklist to completion and keep a close eye on the accuracy of the paperwork I submit on behalf of our clients.

Hobbies & Interests: I love to crochet in my down time and I find it very relaxing. I also enjoy photographing special events and occasions throughout the year.

Volunteer & Philanthropy: I volunteer at several church-affiliated events throughout the year to benefit different organizations and ministries.