Tracy Luu Location
- Plano, TX, US
Tracy Luu Work
- 2023 -now Client Service Manager @
- 2022 -2023 Client Service Team Lead @
- 2021 -2022 Client Service Specialist @
- 2015 -2021 Financial Planning Assistant @
- 2014 -2015 Customer Service Representative @
- 2013 -2013 Finance Intern @
Tracy Luu Education
- Bowling Green State University
Bachelor of Science in Business Administration
2010-2014
Tracy Luu Skills
- Microsoft Word
- Microsoft PowerPoint
- Microsoft Excel
- Customer Service
- Cashiers
- Vietnamese
- Data Entry
- Teamwork
- Accounts Receivable
- Filing
- Outlook
- Management
- Time Management
- Microsoft Office
- Administrative Assistants
- Cash Handling Experience
- Finance
- Sales
- PowerPoint
- Wealth Management System
- Written Communication
- Oral Communication
Tracy Luu Summary
- Tracy Luu, based in Plano, TX, US, is currently a Client Service Manager at SFMG Wealth Advisors. Tracy Luu brings experience from previous roles at SFMG Wealth Advisors, Wilcox Financial | Wilcox Sports Management and Fifth Third Bank. Tracy Luu holds a 2010 - 2014 Bachelor of Science in Business Administration @ Bowling Green State University. With a robust skill set that includes Microsoft Word, Microsoft PowerPoint, Microsoft Excel, Customer Service, Cashiers and more. Tracy Luu has 2 emails on RocketReach.
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Top SFMG Wealth Advisors Employees
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Plano, TX, US
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Executive Director
Plano, TX, US
Craig Greenway
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United States
David Gamble
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Plano, TX, US
Kevin Margolis
Managing Director and CEO
Plano, TX, US
Tyler Floyd
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Abel Acosta
Financial Planner
McKinney, TX, US
Maxim Jostrand
Alternative Investment Associate
Allen, TX, US
Pamela Kelley
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Tracy Luu
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Nick Gaumer
Manager of Trading and Stakeholder
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Shannon Pope
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