Tracy Abbott Email & Phone Number
Independent Life Health and Medicare Agent @ Senior Benefits Center, LLC
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Tracy Abbott Location
- Charlotte, NC, US
Tracy Abbott Work
- Independent Life Health and Medicare Agent @ (May 2026 - Present)
- Senior Principal Consultant @ (March 2023 - March 2026)
- Chief Compliance and Risk Officer at Rethink Capital Partners @ (June 2019 - March 2023)
- Advisor @ Board of Advisors - Economic Crime and Cybersecurity Institute at Utica College (March 2013 - March 2023)
- VP, Compliance @ (June 2015 - May 2019)
- Director @ Board of Directors - National Society of Compliance Professionals (October 2013 - October 2016)
- Chief Compliance Officer @ New York State Common Retirement Fund (December 2009 - May 2015)
- Compliance Manager @ INTECH (A Janus Capital Group Inc. Company) (January 2008 - January 2009)
- Vice President and Compliance Manager @ GenSpring Family Offices (September 2004 - September 2008)
- Compliance Examiner @ Mutual Service Corporation (January 2003 - January 2004)
- Financial Analyst @ Weiss Ratings (January 1999 - January 2003)
Tracy Abbott Education
- Utica University
MBA (Economic Crime & Fraud Management)
2008-2009 - Syracuse University
BS (Economic Crime Investigation)
1994-1997 - Norwich High School
Tracy Abbott Skills
- AML
- Alternative Investments
- Asset Allocation
- Asset Management
- Auditing
- Banking
- Bloomberg
- Capital Markets
- Corporate Governance
- Derivatives
- Due Diligence
- Enterprise Risk Management
- Equities
- FINRA
- Finance
- Financial Analysis
- Financial Risk
- Financial Services
- Fixed Income
- Fraud Investigations
- Health Insurance
- Hedge Funds
- Investment Advisory
- Investment Banking
- Investment Management
- Investments
- Leadership
- Management
- Medicare
- Microsoft Excel
- Microsoft Office
- Microsoft PowerPoint
- Mutual Funds
- OFAC
- Portfolio Management
- Private Equity
- Project Management
- Regulatory Compliance
- Risk Management
- SEC Regulations
- Securities
- Securities Regulation
- Trading
- Wealth Management
- Process Improvement
- Marketing
- Research
- Strategic Planning
Tracy Abbott Summary
- Tracy Abbott, based in Charlotte, NC, US, is currently a Independent Life Health and Medicare Agent at Senior Benefits Center, LLC. Tracy Abbott brings experience from previous roles at ACA Group, Rethink Capital Partners, Board of Advisors - Economic Crime and Cybersecurity Institute at Utica College and Prudential Financial. Tracy Abbott holds a 2008 - 2009 MBA in Economic Crime & Fraud Management @ Utica University. With a robust skill set that includes AML, Alternative Investments, Asset Allocation, Asset Management, Auditing and more. Tracy Abbott has 2 emails and 1 mobile phone numbers on RocketReach.
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