Full Name
Stacie Craddock
Job Title
CCO
Company
Panoramic Investment Advisors
Speaker Bio
Stacie is the founder of Integrated Compliance Advisors. She has a strong background in upper management and leadership roles and is extremely knowledgeable and experienced in the financial industry. She has had the unique experience of serving in every role at an RIA; from office administration to Chief Compliance Officer, and Vice President of Financial Operations. Stacie possesses a deep understanding of the industry and its regulatory landscape, as well as first-hand knowledge of how to effectively perform regulatory tasks at every level.
Stacie collaborates closely with industry Chief Compliance Officers, management teams, operations, and trading personnel within each of her engaged firms. With expertise in compliance and a unique perspective gained from her diverse industry background, she delivers customized compliance solutions to advisory firms at every stage of their development. Whether working with firms during inception, growth, transition, or succession planning, she is well-equipped to address compliance challenges.
Stacie's educational background in Graphic Design and Advertising from Metropolitan State College of Denver demonstrates her versatile skill set. Additionally, she holds Series 7, 66, and 24 licenses, underscoring her expertise and ability to navigate complex financial regulations.
Outside of her professional endeavors, Stacie is an active member of the Denver community, enjoying local high school football games, farmers markets, and art festivals while also pursuing recreational activities like boating and photography. She also values spending quality time with her four adult children, family, and close friends.
Stacie collaborates closely with industry Chief Compliance Officers, management teams, operations, and trading personnel within each of her engaged firms. With expertise in compliance and a unique perspective gained from her diverse industry background, she delivers customized compliance solutions to advisory firms at every stage of their development. Whether working with firms during inception, growth, transition, or succession planning, she is well-equipped to address compliance challenges.
Stacie's educational background in Graphic Design and Advertising from Metropolitan State College of Denver demonstrates her versatile skill set. Additionally, she holds Series 7, 66, and 24 licenses, underscoring her expertise and ability to navigate complex financial regulations.
Outside of her professional endeavors, Stacie is an active member of the Denver community, enjoying local high school football games, farmers markets, and art festivals while also pursuing recreational activities like boating and photography. She also values spending quality time with her four adult children, family, and close friends.