Tracey Stofa Email & Phone Number
Managing Director, Head of Private Client Group @ Fort Washington Investment Advisors, Inc.
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Tracey Stofa Location
- Cincinnati, OH, US
Tracey Stofa Work
- Managing Director, Head of Private Client Group @ (July 2022 - Present)
- Senior Vice President, Branch Manager @ (April 2016 - July 2022)
- Complex Business Development Officer, Financial Advisor @ (June 2011 - March 2016)
- Financial Advisor @ (February 2008 - June 2011)
- Local Sales Manager @ (July 2005 - January 2008)
- Account Executive @ (January 1995 - March 2001)
- Chemical Sales Representative @ (May 1991 - January 1995)
- Human Resources Specialist @ (June 1987 - May 1991)
Tracey Stofa Education
- Miami University
Bachelor of Science (Business)
Tracey Stofa Skills
- Wealth Management
- Series 7
- Management
- Investments
- Training
- Performance Management
- Account Management
- Strategic Planning
- Sales
- Marketing
- Marketing Strategy
Tracey Stofa Summary
- Tracey Stofa, based in Cincinnati, OH, US, is currently a Managing Director, Head of Private Client Group at Fort Washington Investment Advisors, Inc.. Tracey Stofa brings experience from previous roles at Morgan Stanley, Morgan Stanley Smith Barney and Clear Channel Radio. Tracey Stofa holds a Bachelor of Science in Business @ Miami University. With a robust skill set that includes Wealth Management, Series 7, Management, Investments, Training and more. Tracey Stofa has 2 emails and 2 mobile phone numbers on RocketReach.
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