2021 -2026 Senior Vice President, Strategic Client Group Team Lead @
2019 -2021 Senior Vice President, Director of Wealth Integration and Partnerships @
2008 -2019 Senior Vice President Regional Director @
2006 -2008 Private Financial Services Advisor @
2003 -2006 Investment Program Manager @ University of Virginia Community Credit Union
1995 -2003 Various roles in Investments, Banking and Wealth Management @
1992 -1995 Investment Advisory Rep and Office Manager @
Tracey Collins Education
Virginia Polytechnic Institute and State University
(Psychology)
Tracey Collins Skills
FINRA Series 24, 7, 63 & 65 Licenses
VA Life & Health Insurance Licences
Team Leadership
Sales Management
Change Management
Private Banking
Wealth Management
Professional Mentoring
Strategic Hiring
Credit Analysis
Strategic Partnerships
Series 63
Investment Advisory
Strategic Financial Planning
Management
Leadership
Financial Services
Strategy
Investments
Portfolio Management
Series 7
Risk Management
Credit
Mortgage Lending
Commercial Lending
Consumer Lending
Asset Allocation
High Net Worth Individuals
Small Business Lending
Loans
Securities
Retirement Planning
Commercial Banking
Relationship Management
Asset Management
Financial Advisory
Estate Planning
Mutual Funds
Financial Analysis
Retail Banking
Wealth Management Services
Underwriting
Cross Selling
Investment Strategies
Finance
Credit Risk
Insurance
Investment Management
Retirement
Series 65
Va Life And Health Insurance Licences
Business Development
63 And 65 Licenses
Microsoft Excel
Marketing
Finra Series 24
Customer Service
Microsoft Office
High Net Worth
New Business Development
Va Life and Health
Strategic Financial
Financial Planning
Series 66
Program Management
Series 24
Tracey Collins Summary
Tracey Collins, based in Charlottesville, VA, US, is currently a Senior Vice President, Sales Manager at Atlantic Union Financial Consultants. Tracey Collins brings experience from previous roles at Truist Wealth, Truist and BB&T. Tracey Collins holds a Virginia Polytechnic Institute and State University. With a robust skill set that includes FINRA Series 24, 7, 63 & 65 Licenses, VA Life & Health Insurance Licences, Team Leadership, Sales Management, Change Management and more. Tracey Collins has 3 mobile phone numbers on RocketReach.
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