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Tracy May Location
Fort Worth, TX, US
Tracy May Work
VP, Field Operations @ (July 2026 - Present)
Director, Field Support Operations @ (January 2022 - June 2026)
Associate Director, Field Support Operations @ (October 2019 - December 2021)
Associate Director, Field Support Training @ (June 2018 - September 2019)
Field Support Training Manager @ (April 2017 - June 2018)
Communications and Knowledge Manager @ (May 2014 - March 2017)
Brokerage Operations Manager @ (August 2011 - April 2014)
Registered Sales Associate @ (February 2008 - August 2011)
Owner and Operator @ EzBayer Fort Worth (August 2004 - November 2007)
Agent @ Universal American Life Insurance Co. / Senior Solutions (August 2007 - August 2007)
Client Services Manager, Senior Operations and Knowledge Management Associate @ Ameritrade (August 1999 - January 2005)
Tracy May Education
Texas Wesleyan University
BBA (International Business)
Indiana University - Kelley School of Business
Master of Business Administration (MBA)
Thunderbird School of Global Management
Master of Global Management
Tracy May Skills
Asset Allocation
Business Process Improvement
FINRA
Investment Advisory
Investments
Knowledge Management
Leadership
Lean Process Improvement
Management
Mutual Funds
Process Improvement
Project Management
Risk Management
Securities
Series 24
Series 63
Series 66
Series 7
Strategic Planning
Trading
Uniform Combined State Law
Wealth Management
Tracy May Summary
Tracy May, based in Fort Worth, TX, US, is currently a VP, Field Operations at First Command Financial Services, Inc.. Tracy May brings experience from previous roles at First Command Financial Services, Inc.. Tracy May holds a BBA in International Business @ Texas Wesleyan University. With a robust skill set that includes Asset Allocation, Business Process Improvement, FINRA, Investment Advisory, Investments and more. Tracy May has 2 emails and 1 mobile phone numbers on RocketReach.
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