Tracy Levirs Email
Client Service Manager @ Precision Wealth Management
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Tracy Levirs Location
- Parksville, BC, CA
Tracy Levirs Work
- Client Service Manager @ (June 2019 - Present)
- Associate @ Precision Wealth Mangement Ltd (January 2004 - June 2019)
Tracy Levirs Skills
- Valuation
- Investments
- Corporate Finance
- Financial Modeling
- Financial Analysis
- Strategic Financial Planning
- Asset Management
- Financial Advisory
- Mutual Funds
- Investment Advisory
- Financial Planning
- Securities
- Insurance
- Retirement Planning
- Investment Strategies
- Wealth Management
- Risk Management
- Portfolio Management
- Retirement
- Financial Services
- Strategic Planning
Tracy Levirs Summary
- Tracy Levirs, based in Parksville, BC, CA, is currently a Client Service Manager at Precision Wealth Management. Tracy Levirs brings experience from previous roles at Precision Wealth Mangement Ltd. With a robust skill set that includes Valuation, Investments, Corporate Finance, Financial Modeling, Financial Analysis and more. Tracy Levirs has 1 emails on RocketReach.
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