Tracey Collins Email & Phone Number
Senior Vice President, Sales Manager
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Tracey Collins Location
- Charlottesville, VA, US
Tracey Collins Work
- Senior Vice President, Sales Manager @ Atlantic Union Financial Consultants (March 2026 - Present)
- Senior Vice President, Strategic Client Group Team Lead @ (August 2021 - February 2026)
- Senior Vice President, Director of Wealth Integration and Partnerships @ (December 2019 - August 2021)
- Senior Vice President Regional Director @ (November 2008 - December 2019)
- Private Financial Services Advisor @ (September 2006 - November 2008)
- Investment Program Manager @ University of Virginia Community Credit Union (August 2003 - September 2006)
- Various roles in Investments, Banking and Wealth Management @ (March 1995 - August 2003)
- Investment Advisory Rep and Office Manager @ (March 1992 - March 1995)
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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