Tracy Maltby Email & Phone Number
Senior Vice President - Investments @ Continuity Group
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Tracy Maltby Location
- Portland, OR, US
Tracy Maltby Work
- 2025 -now Senior Vice President - Investments @
- 2014 -2025 Senior Vice President - Investments @ Continuity Group at Wells Fargo Advisors
- 1998 -2014 Financial Advisor @ RBC Wealth Management
Tracy Maltby Education
- George Fox University
Bachelor of Arts (Organizational Leadership)
2019-2021 - Centennial High School 1991
Tracy Maltby Skills
- Investments
- Financial Analysis
- Financial Modeling
- Retirement Planning
- Strategic Investment Planning
- MIS
- Portfolio Management
- Transition Management
- Offshoring
- Capital Markets
- Investment Management
- Asset Managment
- Asset Allocation
Tracy Maltby Summary
- Tracy Maltby, based in Portland, OR, US, is currently a Senior Vice President - Investments at Continuity Group. Tracy Maltby brings experience from previous roles at Continuity Group at Wells Fargo Advisors and RBC Wealth Management. Tracy Maltby holds a 2019 - 2021 Bachelor of Arts in Organizational Leadership @ George Fox University. With a robust skill set that includes Investments, Financial Analysis, Financial Modeling, Retirement Planning, Strategic Investment Planning and more. Tracy Maltby has 1 emails and 1 mobile phone numbers on RocketReach.
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