Tracy Diaz Email & Phone Number
Senior Private Wealth Associate @ Merrill Lynch
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Tracy Diaz Location
- Hayward, CA, US
Tracy Diaz Work
- Senior Private Wealth Associate @ (August 2008 - Present)
- Senior Client Associate @ (August 1997 - August 2008)
- Senior Client Associate @ (January 1997 - January 2008)
- Senior Member Service Assoc @ (September 1991 - March 1996)
Tracy Diaz Education
- Heald College
Accounting/ Computer Science
1989-1991 - High School 1987-1988
Tracy Diaz Skills
- Account Management
- Accounting
- Alternative Investments
- Asset Allocation
- Asset Management
- Bloomberg
- Cash Management
- Commercial Lending
- Credit
- Cross-functional Team Leadership
- Electronic Trading
- Equities
- Equity Derivatives
- Estate Planning
- FINRA
- Finance
- Financial Advisory
- Financial Analysis
- Financial Services
- Fixed Income
- General Ledger
- High Net Worth Individuals
- Investment Advisory
- Investment Banking
- Investment Management
- Investment Strategies
- Investments
- Loans
- Microsoft Office
- Microsoft Word
- Mutual Funds
- Operations Management
- Portfolio Management
- Private Banking
- Product Development
- Program Management
- Project Management
- Relationship Management
- Retirement
- Retirement Planning
- Risk Management
- Securities
- System Administration
- Team Building
- Team Leadership
- Trading
- Uniform Combined State Law
- Valuation
- Wealth Management
- Wealth Management Services
- Cross Functional Team Leadership
Tracy Diaz Summary
- Tracy Diaz, based in Hayward, CA, US, is currently a Senior Private Wealth Associate at Merrill Lynch. Tracy Diaz brings experience from previous roles at UBS Wealth Management and Dean Witter. Tracy Diaz holds a 1989 - 1991 Accounting/ Computer Science @ Heald College. With a robust skill set that includes Account Management, Accounting, Alternative Investments, Asset Allocation, Asset Management and more. Tracy Diaz has 3 emails and 2 mobile phone numbers on RocketReach.
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