Tracy Lima Email & Phone Number
Owner
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Tracy Lima Location
- Cape Coral, FL, US
Tracy Lima Work
- 2006 -now Owner @ Trusted Financial Services
- 1984 -2006 First Vice President and Trust Officer @ SunTrust Bank
Tracy Lima Education
- Edison Community College
(Florida Guardianship Training)
2007-2007 - Florida Trust School, University of South Florida, Tampa
American Bankers Association - Florida Trust School
1987-1989 - 2007
Tracy Lima Skills
- Customer Service
- Small Business
- Estate Planning
- Strategic Planning
- Team Building
- Investments
- Wealth Management
- Financial Analysis
- Retirement Planning
- Finance
- Banking
- Public Speaking
Tracy Lima Summary
- Tracy Lima, based in Cape Coral, FL, US, is currently a Owner at Trusted Financial Services. Tracy Lima brings experience from previous roles at SunTrust Bank. Tracy Lima holds a 2007 - 2007 Edison Community College. With a robust skill set that includes Customer Service, Small Business, Estate Planning, Strategic Planning, Team Building and more. Tracy Lima has 1 emails and 1 mobile phone numbers on RocketReach.
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