Tracy Baughman Email & Phone Number
SVP and Chief Investment Officer and Wealth Department Manager @ Croghan Colonial Bank
5 free lookup(s).
Tracy Baughman Location
- Toledo, OH, US
Tracy Baughman Work
- 2014 -now SVP and Chief Investment Officer and Wealth Department Manager @
- 2013 -2018 Executive Advisory Board of the Department of Accounting and Finance @
- 2011 -2014 Vice President and Portfolio Manager @
- 1997 -2011 Senior Vice President and Investment Services Manager @
- 2008 -2011 Adjunct Instructor @
Tracy Baughman Education
- Eastern Michigan University
Bachelor of Business Administration (BBA) (Finance)
- The Defiance College
Tracy Baughman Skills
- Asset Allocation
- Retirement Planning
- Portfolio Management
- Risk Management
- Investment Strategies
- Performance Reporting
- Wealth Management
- Securities
- Mutual Funds
- Forecasting
- Due Diligence
- Investments
- Investment Management
- Strategic Financial Planning
- Financial Services
- Wealth Management Services
- Investment Advisory
- Banking
- Asset Management
- Fixed Income
- Equities
- Economics
- Financial Markets
- Relationship Management
- Retirement
- Trading
- ETFs
- Financial Advisory
- Equity Research
- Finance
- Financial Analysis
- Financial Planning
- Certified Investment Management Analyst
- Drafting
- Lists
- Services
Tracy Baughman Summary
- Tracy Baughman, based in Toledo, OH, US, is currently a SVP and Chief Investment Officer and Wealth Department Manager at Croghan Colonial Bank. Tracy Baughman brings experience from previous roles at Eastern Michigan University, Monroe Bank & Trust, Reliance Financial Services, Wealth Management Division of The State Bank & Trus and Northwest State Community College. Tracy Baughman holds a Bachelor of Business Administration (BBA) in Finance @ Eastern Michigan University. With a robust skill set that includes Asset Allocation, Retirement Planning, Portfolio Management, Risk Management, Investment Strategies and more. Tracy Baughman has 1 emails and 6 mobile phone numbers on RocketReach.
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