Staci joined Dowling & Yahnke in 2014 with a significant background in financial service operations since 2005. She interfaces with our clients’ custodian for account maintenance, processing security transfers, preparing forms, and serving as a digital concierge. As the manager of the Client Service Team, Staci works closely with each team member to ensure outstanding client service, providing solutions in complex circumstances.
Staci has a Bachelor of Science degree in Business Administration with an emphasis in Finance from California State University, San Marcos.
Staci is a San Diego native and currently lives in Mission Valley with her husband. She enjoys spending time at the beach, local sporting events, and going to concerts.
What inspired you to work in the financial industry?
Working in the financial industry has provided me the opportunity to connect with a variety of different people. From the clients to other financial services professionals, I have met an amazing group of people and enjoy providing assistance wherever it is needed.
What is the most challenging part of your role?
The financial services industry is constantly evolving, which requires all individuals to continue to learn and grow as professionals. Each day is a different day and a new challenge to overcome.
Do you have any pets? Do you have a favorite pet?
I have a dog. My husband named him after one of this favorite comic book characters. He is half Chihuahua and half Jack Russell. He is full of energy and excitement and loves getting into trouble.
What was your first job?
My first job was at an amusement park. I was in high school and received the opportunity to intern during the summer of my Sophomore year. I had a great time meeting people from all over the world.
What brought you to San Diego?
I am a second-generation San Diegan. My mother was born and raised in San Diego and I am lucky that she stayed in the local area. I love San Diego and have no desire to leave such a beautiful city.