Chuck Tracy Email & Phone Number
Managing Director and Partner @ Bellwether Capital Management LLC
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Chuck Tracy Location
- California, United States
Chuck Tracy Work
- 2026 -now Managing Director and Partner @
- 2025 -2026 Principal Product Manager | Head of AI PM | Customer Agent | QuickBooks @
- 2024 -2025 Principal Product Manager | QuickBooks Live @
- 2022 -2024 Senior Product Manager -> Staff Product Manager -> Sr. Staff Product Manager | QuickBooks Live @
- 2020 -2022 Product Lead - Accountant Platform @
- 2019 -2020 Product Manager - Worksheets @
- 2017 -2019 Full Time MBA Candidate | UCLA Anderson School of Management | Product Management @
- 2014 -2017 Product Manager (Client Facing Portfolio Manager) - Global Fixed Income @
- 2012 -2014 Private Wealth Advisor | Portfolio Manager @
- 2011 -2012 Fixed Income Trader - Municipal Bonds @
- 2011 -2011 Equity Research Intern @ RBI Capital Management
- 2010 -2010 Intern - Financial Services Market Team @
Chuck Tracy Education
- UCLA Anderson School of Management
Master of Business Administration - Full Time MBA
2017-2019 - CFA Institute
CFA
2016-2016 - UCLA
- Saint Mary's College of California
BA (Finance, Economics, Summa Cum Laude)
Chuck Tracy Skills
- Investments
- Bloomberg
- Equities
- Asset Management
- Accounting
- Financial Analysis
- Investment Banking
- Mutual Funds
- Alternative Investments
- Asset Managment
- Valuation
- Portfolio Management
- Securities
- Written Communication
- Financial Statement Analysis
- Asset Allocation
- Fixed Income
- Investment Strategies
- SQL
- Busi
- Business Strategy
- Cross-functional Team Leadership
- Cross Functional Team Leadership
- Research
- Financial Statement
- Investment Management
Chuck Tracy Summary
- Chuck Tracy, based in California, United States, is currently a Managing Director and Partner at Bellwether Capital Management LLC. Chuck Tracy brings experience from previous roles at Intuit and Workday. Chuck Tracy holds a 2017 - 2019 Master of Business Administration - Full Time MBA @ UCLA Anderson School of Management. With a robust skill set that includes Investments, Bloomberg, Equities, Asset Management, Accounting and more. Chuck Tracy has 1 emails and 1 mobile phone numbers on RocketReach.
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Top Bellwether Capital Management LLC Employees
Chuck Tracy
Managing Director and Partner
California, United States
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