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Tracy Catlin Location
Austin, TX, US
Tracy Catlin Work
Director of Sales @ (August 2023 - Present)
Director, Strategic Relationship Management @ (September 2022 - August 2023)
Sales Manager @ (May 2022 - August 2022)
Senior Strategic Relationship Manager @ (January 2022 - May 2022)
Strategic Relationship Manager @ (November 2021 - December 2021)
Account Executive @ (February 2021 - November 2021)
Account Manager @ (May 2020 - February 2021)
Advisory Practice Manager @ (March 2012 - May 2020)
Client Services Associate @ (June 2011 - March 2012)
Intern @ (May 2010 - August 2010)
Treasurer @ Zeta Tau Alpha (November 2008 - November 2009)
Tracy Catlin Education
Elon University - Martha and Spencer Love School of Business
Bachelor of Science (B.S.) (Finance & Accounting)
2007-2011
Tracy Catlin Skills
Investments
Strategic Financial Planning
Alternative Investments
Finance
Wealth Management
Securities
Financial Advisory
Portfolio Management
Retirement Planning
Financial Services
Series 63
Series 7
Microsoft Office
Healthcare
Law Enforcement
Tracy Catlin Summary
Tracy Catlin, based in Austin, TX, US, is currently a Director of Sales at Billd. Tracy Catlin brings experience from previous roles at Billd. Tracy Catlin holds a 2007 - 2011 Bachelor of Science (B.S.) in Finance & Accounting @ Elon University - Martha and Spencer Love School of Business. With a robust skill set that includes Investments, Strategic Financial Planning, Alternative Investments, Finance, Wealth Management and more. Tracy Catlin has 3 emails and 2 mobile phone numbers on RocketReach.
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