Traci Sarmiento Email & Phone Number
Senior Client Experience Manager @ Gill Capital Partners
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Traci Sarmiento Location
- Aurora, CO, US
Traci Sarmiento Work
- 2019 -now Senior Client Experience Manager @
- 2014 -2019 Operations Manager and CCO @ Cherry Street Partners
- 2013 -2014 Trading Assistant @ Curian Clearing
- 2007 -2013 Registered Associate @
- 2002 -2006 Registered Sales Assistant @
Traci Sarmiento Education
- University of Nebraska-Lincoln
Bachelor of Business Administration (BBA) (Finance, General)
1996-1998 - University of Nebraska at Omaha
Finance (General)
1993-1996
Traci Sarmiento Skills
- Bonds
- FINRA
- Strategic Financial Planning
- Securities
- Investments
- Portfolio Management
- Wealth Management
- Series 7
- Equities
- Fixed Income
- Series 63
- Mutual Funds
- Bloomberg
- Asset Management
- Asset Allocation
Traci Sarmiento Summary
- Traci Sarmiento, based in Aurora, CO, US, is currently a Senior Client Experience Manager at Gill Capital Partners. Traci Sarmiento brings experience from previous roles at Cherry Street Partners, Curian Clearing, Citigroup and Wells Fargo. Traci Sarmiento holds a 1996 - 1998 Bachelor of Business Administration (BBA) in Finance, General @ University of Nebraska-Lincoln. With a robust skill set that includes Bonds, FINRA, Strategic Financial Planning, Securities, Investments and more. Traci Sarmiento has 2 emails and 1 mobile phone numbers on RocketReach.
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