Terry Tracy Location
- Larchmont, NY, US
Terry Tracy Work
- 2024 - now Senior Vice President @ RBC Wealth Managment
- 2024 - now Senior Vice President - Financial Advisor @
- 2009 - 2024 Director @ Citigroup Private Bank
- 1998 - 2008 Managing Director @ Citigroup Municipal Securities Division
- 1998 - 2008 Managing Director. Product Manager, Municipal Bonds @
Terry Tracy Education
- UNH Peter T. Paul College of Business and Economics 1978 - 1980
Terry Tracy Skills
- Fixed Income
- Bonds
- Securities
- Portfolio Management
- Capital Markets
- Trading
- Sales Management
- Investments
- Wealth Management
- Credit
- Marketing Strategy
- Series 7
- Series 63
- Equities
- Financial Analysis
- FINRA
- Investment Banking
- Structured Products
- Hedge Funds
- Financial Advisory
- Derivatives
- Net
- Product Management
- Sales
- Leadership
- Microsoft Excel
- Management
- Project Management
- Product Development
- Strategy
Terry Tracy Summary
- Terry Tracy, based in Larchmont, NY, US, is currently a Senior Vice President at RBC Wealth Managment. Terry Tracy brings experience from previous roles at RBC Wealth Management, Citigroup Private Bank, Citigroup Municipal Securities Division and Citigroup. Terry Tracy holds a 1978 - 1980 UNH Peter T. Paul College of Business and Economics. With a robust skill set that includes Fixed Income, Bonds, Securities, Portfolio Management, Capital Markets and more. Terry Tracy has 2 emails and 1 mobile phone numbers on RocketReach.
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