Thomas Tracy Email & Phone Number
Director, Investor Data Sales @ ARM Insight, Inc.
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Thomas Tracy Location
- West Orange, NJ, US
Thomas Tracy Work
- 2022 -now Director, Investor Data Sales @
- 2020 -2022 VP, Commercial Manager @
- 2019 -2022 VP, Commercial Manager @
- 2016 -2019 AVP, Strategic Sales Manager @
- 2014 -2016 Regional Consultant @
- 2012 -2014 Financial Advisor @
- 2011 -2012 Financial Planner Intern @ Skylight Financial Group, MassMutual affiliate
Thomas Tracy Education
- The Ohio State University - The Max M. Fisher College of Business
Bachelor of Science in Business Administration (Finance)
2008-2012 - JMHS 2005-2008
Thomas Tracy Skills
- Series 7
- Microsoft Excel
- Mutual Funds
- Financial Analysis
- Strategic Financial Planning
- Microsoft Office
- Microsoft Word
- Series 66
- Microsoft Publisher
- Series 24
- Finance
- Management
- Sales
- Leadership
- Customer Service
- Investments
- Securities
- Customer Relationship Management (CRM)
- Business Development
- Sales Process
- Inside Sales
- Sales Coaching
- Sales Management
- Financial Services
- Time Management
- Written Communication
- Communication
- Onboarding
- Coaching & Mentoring
- Financial Planning
- Planning
- Series 6
- Services
- Ohio Life
- Analysis
- Ohio Accident and Health
- Customer Relationship Management Crm
- Coaching and Mentoring
- Customer Relationship Management
Thomas Tracy Summary
- Thomas Tracy, based in West Orange, NJ, US, is currently a Director, Investor Data Sales at Facteus. Thomas Tracy brings experience from previous roles at BCA Research, Ned Davis Research and AllianceBernstein. Thomas Tracy holds a 2008 - 2012 Bachelor of Science in Business Administration in Finance @ The Ohio State University - The Max M. Fisher College of Business. With a robust skill set that includes Series 7, Microsoft Excel, Mutual Funds, Financial Analysis, Strategic Financial Planning and more. Thomas Tracy has 5 emails and 1 mobile phone numbers on RocketReach.
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Top ARM Insight, Inc. Employees
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