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