Lisa Tracy Email & Phone Number
Sr. Associate, Wealth Management Compliance Risk Assessments and Testing @ FNBO
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Lisa Tracy Location
- Omaha, NE, US
Lisa Tracy Work
- Sr. Associate, Wealth Management Compliance Risk Assessments and Testing @ (September 2023 - Present)
- Retail Supervision Principal @ (November 2020 - January 2022)
- Lead, Partner Due Diligence @ (January 2022 - January 2023)
- Retail Risk Management and Controls Principal @ (March 2019 - November 2020)
- Sr Specialist, Office of the President @ (June 2013 - March 2019)
- Futures and Forex Specialist @ (December 2010 - June 2013)
- Product Support Specialist @ (November 2009 - December 2010)
- Retirement Account Analyst @ (December 2007 - November 2009)
Lisa Tracy Education
- Lawrence University
Bachelors of Arts (BioChemistry)
2003-2007
Lisa Tracy Summary
- Lisa Tracy, based in Omaha, NE, US, is currently a Sr. Associate, Wealth Management Compliance Risk Assessments and Testing at FNBO. Lisa Tracy brings experience from previous roles at TD Ameritrade and DriveWealth. Lisa Tracy holds a 2003 - 2007 Bachelors of Arts in BioChemistry @ Lawrence University. Lisa Tracy has 4 emails and 4 mobile phone numbers on RocketReach.
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