Andrew Tracey Email
Senior Manager, Distribution Strategy and Analysis @ Scotiabank
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Andrew Tracey Location
- Toronto, ON, CA
Andrew Tracey Work
- Senior Manager, Distribution Strategy and Analysis @ (September 2022 - Present)
- Senior Manager, ABM Channel Strategy, OMNI Channel Development @ (May 2018 - September 2022)
- Senior Manager, Business Planning @ (February 2016 - April 2018)
- Manager, Strategic Initiatives, Business Effectiveness Delivery @ (April 2014 - January 2016)
- Business Analyst, Sales Management @ (October 2012 - March 2014)
- Investment Associate, The Corolis Darling Wealth Management Group @ (October 2010 - September 2012)
- Associate Investment Advisor @ (November 2009 - October 2010)
- Associate Investment Advisor @ Richardson Partners Financial (June 2007 - November 2009)
Andrew Tracey Education
- York University
BAS Honors (Finance Specialization)
2005-2007 - Western University
BACS (Business: Finance Stream)
2003-2005
Andrew Tracey Skills
- Wealth Management
- Investments
- Mutual Funds
- Investment Strategies
- Sales Management
- Business Analysis
- Business Development
- Business Strategy
- Business Planning
- Strategic Planning
- Private Wealth Management
- Investment Advisory
- Asset Management
- Portfolio Management
- Financial Planning
- Insurance Planning
- Risk Management
- Retirement Planning
- Estate Planning
- Wealth Transfer
- Investment Management
- ETFs
- Customer Service
- Marketing
- Strategy
Andrew Tracey Summary
- Andrew Tracey, based in Toronto, ON, CA, is currently a Senior Manager, Distribution Strategy and Analysis at Scotiabank. Andrew Tracey brings experience from previous roles at Scotiabank, Scotia Wealth Management and ScotiaMcLeod. Andrew Tracey holds a 2005 - 2007 BAS Honors in Finance Specialization @ York University. With a robust skill set that includes Wealth Management, Investments, Mutual Funds, Investment Strategies, Sales Management and more. Andrew Tracey has 2 emails on RocketReach.
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