Traci Mitchell Email & Phone Number
Financial Advisor, Executive Director- Wealth Management, Family Wealth Advisor @ Morgan Stanley
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Traci Mitchell Location
- Washington, DC, US
Traci Mitchell Work
- 2006 -now Financial Advisor, Executive Director- Wealth Management, Family Wealth Advisor @
- 2005 -2006 Financial Advisor - Financial Planning Specialist @
- 1998 -2004 Wealth Advisory Executive @
- 1996 -1998 Wealth Advisory Executive @
- 1994 -1996 Wealth Advisory Associate @
- 1992 -1994 Executive Assistant to Department of Medicine Vice Chairman @
Traci Mitchell Education
- The University of Chicago Booth School of Business
(IMCA® - Certified Private Wealth Advisor®)
2012-2012 - College for Financial Planning
(CERTIFIED FINANCIAL PLANNER™)
2004-2004 - Ithaca College
Bachelor of Science, Marketing (Bachelor of Science, Marketing, Business, Management, Marketing, and Related Support Services)
1988-1992
Traci Mitchell Skills
- Business Strategy
- Project Management
- Sales
- Finance
- Research
- Strategic Planning
- Advisory
- MIS
- Private Banking
- Risk Consulting
- Public Policy
- IT Audit
- Retirement Planning
Traci Mitchell Summary
- Traci Mitchell, based in Washington, DC, US, is currently a Financial Advisor, Executive Director- Wealth Management, Family Wealth Advisor at Morgan Stanley. Traci Mitchell brings experience from previous roles at Legg Mason, Merrill Lynch, Deutsche Bank and Lincoln Financial Group. Traci Mitchell holds a 2012 - 2012 The University of Chicago Booth School of Business. With a robust skill set that includes Business Strategy, Project Management, Sales, Finance, Research and more. Traci Mitchell has 3 emails and 2 mobile phone numbers on RocketReach.
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