Stacy Roode, Personal Investing General Manager and Colorado Regional Leader for Fidelity Investments and Eamon Twomey, Senior Vice President, Operational Services for Charles Schwab are each serving two-year terms as co-chairs of the Colorado Investment Services Coalition.
Stacy Roode, Fidelity Investments
Stacy Roode is the Personal Investing General Manager and Colorado Regional Leader for Fidelity Investments. Roode has more than 25 years of experience in the financial services industry and joined Fidelity Investments in 2018. She previously worked for OppenheimerFunds since 1992, where she served in a variety of human resources positions, including VP, before she was promoted to vice president of transfer agent retail operations. In 2009, she was promoted to her role as senior vice president of the transfer agent and later president of Shareholder Services Inc. – the entity providing transfer agent services for Oppenheimer.
Roode is a member of the ICI Operations Committee, the DTCC Wealth Management Services Senior Advisory Board, and currently serves on the board for National Investment Company Service Association (NICSA).
Eamon Twomey, Charles Schwab
Eamon Twomey oversees all operations of the custody and asset services organization which includes tax reporting, cost basis, corporate actions, settlements, and optionsXpress self-clearing operations. He joined the organization in April 2013.
Before his current role, Twomey was a vice president in both the institutional and retail organizations at Charles Schwab. As a leader in the Schwab Advisor Services organization, Twomey was part of Advisor Services leadership in Denver and led various segments and teams supporting advisor transition services, organizational readiness, and advisor custody and trading support within the organization. In the retail organization, he was responsible for leadership of client service and support, trade support group, derivatives, IPO/MF Load, advanced technical support, and optionsXpress service and trading teams.