Stacy Sizemore

Chief Compliance Officer

Email: stacy@tru-ind.com
Call | Text | Fax: 971 371 3450

Stacy Sizemore

Chief Compliance Officer

Email: stacy@tru-ind.com
Call | Text | Fax: 971 371 3450

Qualifications

“Living ‘wealth that matters’ means working towards and achieving what is important to you and living your life in tune with the present moment. My family is my wealth and that wealth brings me joy.

Stacy is truly passionate about the legal and compliance aspects of the financial industry. From her home base in Portland, Oregon, she helps the Vestia team navigate through various rules and regulations and establish best practices. She enjoys being part of a team who can bring out the element of fun even in more mundane components of the business. When Stacy is not working, she is with her family: watching her husband Chris coach basketball or having a latte and discussing life with her daughter, Delanie.

Tell us about something special from your youth.

Growing up in Portland, Oregon, we lived 1 ½ hours from the mountains and ½ hour from a river that has sandy beaches.

Almost every weekend during the winter, my family would pack up our motorhome and drive to the mountain, park by other families with motorhomes, and spend the day skiing and the night playing in the snow under the moonlight with other kids our age.

We had a similar set-up in the summers – on Fridays, those same families would pack up their boats, pitch tents on the “island” (a sandy beach) and play all weekend.

Growing up with a “village” of a diverse group of adults and kids, out in the open air exploring is one of my best childhood memories.

Where have you worked? What is the best thing that has ever happened while you were working?

Prior to working in the financial industry, I ran the marketing department for a regional real estate company. One of the realtors needed an apartment manager for one of her buildings in downtown Portland and I, being single and living with multiple roommates, was ready to be out on my own and jumped at the opportunity.

I was charged with renting apartments and collecting rent for a free apartment. The best thing that ever happened to me while working was renting an apartment to my future husband. The rest is history.

When did you first realize you were interested in finance?

When the real estate firm I worked for relocated, I decided to stay in Portland and try something new. My best friend and my fiancé both worked in the financial industry and hearing about it constantly sparked my interest. I got a job at my best friend’s firm, moved around in the industry a bit and found my place in compliance.

My interest in finance, helping people, my organizing skills, and my love of playing detective all were found in Compliance. There is never a dull moment.

Let’s Connect

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