Tracy Dalton Email & Phone Number
General Counsel
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Tracy Dalton Location
- Atlanta, GA, US
Tracy Dalton Work
- General Counsel @ Clarendon Family Office LLC (October 2019 - Present)
- Chief Operating Officer and CFO of Family Office @ Delaware Ladera Management Company, LLC (November 2018 - October 2019)
- Sr. Vice President, Wealth Fiduciary Services Manager @ (August 2014 - November 2018)
- Vice President and Fiduciary Manager, Personal Trust @ (August 2013 - August 2014)
- Vice President @ (August 2012 - August 2013)
- Vice President @ (March 2010 - August 2012)
- Attorney at Law, Partner @ Dalton & Dalton, P.C. (April 1991 - March 2010)
Tracy Dalton Education
- John Marshall Law School
LL.M. (Taxation)
2008-2011 - DePaul Driehaus College of Business
M.B.A. (Finance)
1987-1990 - DePaul University College of Law
J.D.
1987-1990 - Valparaiso University
B.S. (Accounting)
1982-1986
Tracy Dalton Skills
- Mergers & Acquisitions
- Governance
- Tax
- High Net Worth Individuals
- Legal Writing
- Accounting
- Contract Negotiation
- Investments
- Joint Ventures
- Finance
- Internal Audit
- Financial Services
- Real Estate
- Mergers
- Management
- Estate Planning
- Strategic Planning
- Estate Tax Planning
- Financial Risk
- Team Leadership
- Trusts
- Wealth Management
- Negotiation
- Analysis
- High Net Worth
- Litigation
- Sales
- Strategy
- Customer Service
- Mergers and Acquisitions
- Business Strategy
- Civil Litigation
- Leadership
- Marketing
- Microsoft Office
Tracy Dalton Summary
- Tracy Dalton, based in Atlanta, GA, US, is currently a General Counsel at Clarendon Family Office LLC. Tracy Dalton brings experience from previous roles at Delaware Ladera Management Company, LLC, Johnson Bank and BMO Harris Bank. Tracy Dalton holds a 2008 - 2011 LL.M. in Taxation @ John Marshall Law School. With a robust skill set that includes Mergers & Acquisitions, Governance, Tax, High Net Worth Individuals, Legal Writing and more. Tracy Dalton has 2 emails and 8 mobile phone numbers on RocketReach.
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