2012 -
2014 Private Client Specialist and Team Leader @
2010 -
2012 Columbus, OH @
2008 -
2010 Columbus, OH @
2006 -
2008 Toledo, OH @
Andy Tracy Education
University of Dayton
Bachelor of Science (BS) (Economics)
2002
-
2006
Andy Tracy Skills
Alternative Investments
Equities
Portfolio Management
Strategic Financial Planning
Series 63
Securities
Investments
Asset Management
Fixed Income
Asset Allocation
Investment Advisory
Retirement Planning
Wealth Management
Mutual Funds
Andy Tracy Summary
Andy Tracy, based in Columbus, OH, US, is currently a VP, Regional Supervisory Officer at Huntington Financial Advisors. Andy Tracy brings experience from previous roles at The Huntington Investment Company, JPMorgan Chase and Morgan Stanley. Andy Tracy holds a 2002 - 2006 Bachelor of Science (BS) in Economics @ University of Dayton. With a robust skill set that includes Alternative Investments, Equities, Portfolio Management, Strategic Financial Planning, Series 63 and more. Andy Tracy has 2 emails and 1 mobile phone numbers on RocketReach.
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