Tracy Katz Email & Phone Number
Senior Wealth Advisor @ First Western Trust
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Tracy Katz Location
- Fort Collins, CO, US
Tracy Katz Work
- Senior Wealth Advisor @ (June 2026 - Present)
- Wealth Advisor Associate @ (January 2026 - Present)
- AVP Portfolio Manager I @ (April 2022 - April 2026)
- Investment Associate @ (April 2021 - November 2022)
- Private Client Advisor @ (January 2019 - April 2021)
- Senior Private Banker @ (May 2017 - January 2019)
- Retail Branch Manager @ (April 2006 - January 2019)
- Member Services Representative @ Kalamazoo District Bell FCU (September 1999 - February 2006)
Tracy Katz Education
- Western Michigan University
Bachelor of Arts (B.A.) (Bachelor of Arts (B.A.), Sociology)
1999-2005 - Portage Northern High School 1995-1999
Tracy Katz Skills
- Event Planning
- Social Services
- Cross Selling
- Sales Leadership
- Project Management
- Retail Management
- Non Profit Board Leadership
- Banking
- Social Action
- Customer Service Management
- Consumer Lending
- Fundraising
- Small Business Lending
- Benefits
- Non Profit Program Development
- Professional Development
- Civil Rights
- Internal Audit
Tracy Katz Summary
- Tracy Katz, based in Fort Collins, CO, US, is currently a Senior Wealth Advisor at First Western Trust. Tracy Katz brings experience from previous roles at First Western Trust and First National Bank of Omaha. Tracy Katz holds a 1999 - 2005 Bachelor of Arts (B.A.) in Bachelor of Arts (B.A.), Sociology @ Western Michigan University. With a robust skill set that includes Event Planning, Social Services, Cross Selling, Sales Leadership, Project Management and more. Tracy Katz has 1 emails and 2 mobile phone numbers on RocketReach.
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