Tracy Marshall Email & Phone Number
Director- Risk Training @ Charles Schwab
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Tracy Marshall Location
- Chandler, AZ, US
Tracy Marshall Work
- Director- Risk Training @ (March 2022 - Present)
- Sr. Team Manager- Conduct Risk Management @ (June 2020 - March 2022)
- Director - Network Office Supervision @ (March 2003 - August 2015)
- Sr. Relationship Manager- Supervision @ (August 2015 - June 2020)
- Director- Business Risk Training @ (March 2022 - April 2026)
- Director of Risk Management @ (January 2021 - December 2026)
- Senior Risk Manager @ (January 2020 - December 2021)
- Sr. Team Manager- Supervision and Controls @ (April 2017 - March 2022)
- Senior Supervisor @ (January 2017 - December 2020)
- Risk Management Officer @ (January 2015 - December 2017)
- Network Director @ (January 2003 - December 2015)
- Associate @ (January 2000 - December 2001)
- Associate @ (March 1997 - December 2000)
- Financial Advisor @ (January 1996 - December 1997)
Tracy Marshall Education
- University of Illinois Urbana-Champaign
Bachelor's Degree (Business/Corporate Communications)
1992-1996 - University of Illinois
Bachelor of Arts (Communications)
Tracy Marshall Skills
- Securities
- Leadership
- Series 7
- Financial Services
- Investments
- Diversity & Inclusion
- 401k
- Insurance
- Strategy
- Retirement Planning
- Series 63
- Risk Management
- Fixed Annuities
- Customer Relations
- Mutual Funds
- Retirement
- Compliance
- Disability Insurance
- Equities
- Investment Advisory
- Asset Allocation
- Wealth Accumulation
- Microsoft Office
- FINRA
- Underwriting
- Supervisory Skills
- Annuities
- Long Term Care
- Risk
- Financial Risk
- Long-term Care
- Customer Service
- Relationship Management
- Series 66
- Series 9
- Series 10
- Process Improvement
- Diversity and Inclusion
- Sales
- Cisco Technologies
- Team Leadership
- Troubleshooting
- Parts
- Services
Tracy Marshall Summary
- Tracy Marshall, based in Chandler, AZ, US, is currently a Director- Risk Training at Charles Schwab. Tracy Marshall brings experience from previous roles at Charles Schwab and Northwestern Mutual. Tracy Marshall holds a 1992 - 1996 Bachelor's Degree in Business/Corporate Communications @ University of Illinois Urbana-Champaign. With a robust skill set that includes Securities, Leadership, Series 7, Financial Services, Investments and more. Tracy Marshall has 2 emails and 1 mobile phone numbers on RocketReach.
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