Tracy Mitchell Email & Phone Number
VP, Financial Institutions Group @ Dimensional Fund Advisors
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Tracy Mitchell Location
- Austin, TX, US
Tracy Mitchell Work
- 2024 -now VP, Financial Institutions Group @
- 2019 -2024 Director, Relationship Management @
- 2013 -2019 Vice President, DC Plan Sales, Institutional Services @
- 2009 -2013 Managing Director, Institutional Client Services @
- 2007 -2009 Field Vice President Business Development @
- 1999 -2007 Relationship Manager and Sales Consultant @
- 1998 -1999 Production Associate @
Tracy Mitchell Education
- The University of Texas at Austin
BS (Molecular Biology)
1993-1998 - RBVHS
Tracy Mitchell Skills
- Mutual Funds
- 401k
- Financial Services
- Investments
- Series 63
- Series 7
- Wealth Management
- Project Management
- Pensions
- Portfolio Management
- Employee Benefits
- Relationship Management
- Process Improvement
- QKA (Qualified 401(k) Administrator ASPPA)
- Leadership
- Retirement Benefits
- QPA (Qualified Pension Administrator)
Tracy Mitchell Summary
- Tracy Mitchell, based in Austin, TX, US, is currently a VP, Financial Institutions Group at Dimensional Fund Advisors. Tracy Mitchell brings experience from previous roles at Charles Schwab and Dimensional Fund Advisors. Tracy Mitchell holds a 1993 - 1998 BS in Molecular Biology @ The University of Texas at Austin. With a robust skill set that includes Mutual Funds, 401k, Financial Services, Investments, Series 63 and more. Tracy Mitchell has 3 emails and 1 mobile phone numbers on RocketReach.
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Others Named Tracy Mitchell
Tracy Mitchell
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Tracy Mitchell
VP, Financial Institutions Group
Austin, TX, US
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