Stacie Mookas is the Executive Director or Operations and Administration at RDM Financial Group. With more than 30 years of experience in operations in the financial services industry, she leads the operations and administrative team efforts. This includes onboarding, administration and reconciliation of client accounts, moving assets between financial institutions and internally, and maintaining the practice and dedication to concierge level client services.
Prior to joining RDM, Stacie worked for Raymond James & Associates home office headquarters in St. Petersburg, FL., where she provided operations support and training for the advisors and operations associates throughout the country.
Stacie holds the Series 7,24, 63 and 99 licenses.
Stacie lives in the beautiful coastal community of Black Rock, CT and in her free time, enjoys walking, hiking, time at the beach, and especially time spent with her 3 grandchildren, family and friends.