Mark Tracy Email
Wealth Advisor @ Enduring Wealth Advisors®
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Mark Tracy Location
- Temecula, CA, US
Mark Tracy Work
- Wealth Advisor @ (April 2023 - Present)
- LPL Financial Advisor @ (January 2016 - April 2023)
- Business Implementation Specialist @ (January 2012 - January 2016)
- MID Manager @ (January 2009 - July 2012)
Mark Tracy Education
- California State University, Fullerton
Master of Business Administration (MBA) (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) 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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