Dana Tracy Email & Phone Number
Regional Director of Sales And Marketing @ ERISA Services, Inc.
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Dana Tracy Location
- United States
Dana Tracy Work
- Regional Director of Sales And Marketing @ (May 2025 - Present)
- Regional Sales Director @ The Pension Studio (November 2009 - May 2025)
- Regional Sales Director @ (November 2009 - May 2025)
- Guest Services Coordinator @ (January 2008 - October 2008)
Dana Tracy Education
- University of Illinois Urbana-Champaign
Bachelor of Science (B.S.) (Kinesiology and Exercise Science)
2004-2007
Dana Tracy Skills
- Employee Benefits
- Retirement
- Retirement Planning
- Financial Advisory
- ERISA
- 401k
- Customer Service
- Mutual Funds
- Retirement Plan Consulting
- Investments
- Pensions
- Sales
- Finance
- Training
- Defined Benefit
- Adobe Acrobat
- Profit Sharing
- 401(k) Retirement Savings Plans
Dana Tracy Summary
- Dana Tracy, based in United States, is currently a Regional Director of Sales And Marketing at ERISA Services, Inc.. Dana Tracy brings experience from previous roles at The Pension Studio, Definiti LLC and Chicago White Sox. Dana Tracy holds a 2004 - 2007 Bachelor of Science (B.S.) in Kinesiology and Exercise Science @ University of Illinois Urbana-Champaign. With a robust skill set that includes Employee Benefits, Retirement, Retirement Planning, Financial Advisory, ERISA and more. Dana Tracy has 2 emails and 1 mobile phone numbers on RocketReach.
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