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
- 2026 -now Independent Life Health and Medicare Agent @
- 2023 -2026 Senior Principal Consultant @
- 2019 -2023 Chief Compliance and Risk Officer at Rethink Capital Partners @
- 2013 -2023 Advisor @ Board of Advisors - Economic Crime and Cybersecurity Institute at Utica College
- 2015 -2019 VP, Compliance @
- 2013 -2016 Director @ Board of Directors - National Society of Compliance Professionals
- 2009 -2015 Chief Compliance Officer @ New York State Common Retirement Fund
- 2008 -2009 Compliance Manager @ INTECH (A Janus Capital Group Inc. Company)
- 2008 -2009 Compliance Manager @ INTECH (A Janus Capital Group Inc. Company)
- 2004 -2008 Vice President and Compliance Manager @
- 2003 -2004 Compliance Examiner @ Mutual Service Corporation
- 2003 -2004 Compliance Examiner @ Mutual Service Corporation
- 1999 -2003 Financial Analyst @ Weiss Ratings
- 1999 -2003 Financial Analyst @ Weiss Ratings
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
- Financial Analysis
- Process Improvement
- Marketing
- Research
- Leadership
- Strategic Planning
- Alternative Investments
- Auditing
- Banking
- Fixed Income
- Securities Regulation
- Enterprise Risk Management
- Microsoft PowerPoint
- Portfolio Management
- Capital Markets
- Derivatives
- Investments
- Financial Risk
- Bloomberg
- Finance
- OFAC
- Investment Advisory
- Asset Allocation
- Financial Services
- Equities
- Wealth Management
- Mutual Funds
- AML
- FINRA
- Microsoft Office
- Risk Management
- Asset Management
- Microsoft Excel
- Regulatory Compliance
- Corporate Governance
- Private Equity
- Management
- Investment Banking
- Project Management
- Due Diligence
- SEC Regulations
- Trading
- Securities
- Hedge Funds
- Investment Management
- Fraud Investigations
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 Financial Analysis, Process Improvement, Marketing, Research, Leadership and more. Tracy Abbott has 2 emails and 1 mobile phone numbers on RocketReach.
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