2012 -2016 Senior Licensed Insurance Producer – Property and Casualty - Major Accounts Insurance Services @
2009 -2012 Financial Advisor and Broker @
2007 -2009 Sales Manager @
Joseph Tracy Education
Quinnipiac University
Bachelor of Arts - BA
2003-2007
Don Bosco Preparatory High School
High School Diploma
1999-2003
Joseph Tracy Skills
Estate Planning
Financial Advisory
Video Production
Public Speaking
Fixed Annuities
Insurance
Retirement Planning
Account Management
Sales
Financial Planning
Legal Liability
Portfolio Management
Investments
Relationship Management
Data Processing
Life Insurance
Mutual Funds
Strategic Financial Planning
Investment Strategies
Client Development
College Savings Plans
Marketing
Workers Compensation
Disability Insurance
Long Term Care Insurance
Protection Planning/family Security
Health Insurance
General Liability
Retirement
Securities
Sales Manager
Joseph Tracy Summary
Joseph Tracy, based in New York, NY, US, is currently a District Sales Manager - Upmarket at ADP. Joseph Tracy brings experience from previous roles at ADP and MetLife. Joseph Tracy holds a 2003 - 2007 Bachelor of Arts - BA @ Quinnipiac University. With a robust skill set that includes Estate Planning, Financial Advisory, Video Production, Public Speaking, Fixed Annuities and more. Joseph Tracy has 3 emails and 2 mobile phone numbers on RocketReach.
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