Mark Tracy Location
- Temecula, CA, US
Mark Tracy Work
- 2023 - now Wealth Advisor @
- 2016 - 2023 LPL Financial Advisor @
- 2012 - 2016 Business Implementation Specialist @
- 2009 - 2012 MID Manager @
Mark Tracy Education
- California State University-Fullerton
Master of Business Administration (MBA), Finance (Finance)
2012
Mark Tracy Skills
- Leadership
- FINRA
- Microsoft Office
- Microsoft Word
- Project Management
- PowerPoint
- Microsoft Excel
- Training
- Time Management
- Finance
- Retirement
- Process Improvement
- Customer Service
- Wealth
- Securities
Mark Tracy Summary
- Mark Tracy, based in Temecula, CA, US, is currently a Wealth Advisor at Enduring Wealth Advisors®. Mark Tracy brings experience from previous roles at Enduring Wealth Advisors® and Red Robin. Mark Tracy holds a Master of Business Administration (MBA), Finance in Finance @ California State University-Fullerton. With a robust skill set that includes Leadership, FINRA, Microsoft Office, Microsoft Word, Project Management and more. Mark Tracy has 2 emails on RocketReach.
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Top Enduring Wealth Advisors® Employees
Ralph Bender
LPL Financial Advisor and CERTIFIED FINANCIAL PLANNER™
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Mark Tracy
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Jaclyn Bender
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