Tracy Mitchell Email & Phone Number

VP, Financial Institutions Group @ Dimensional Fund Advisors

5 free lookup(s).

Tracy Mitchell Location

Austin, TX, US

Tracy Mitchell Work

2024 - now VP, Financial Institutions Group @ Dimensional Fund Advisors
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2019 - 2024 Director, Relationship Management @ Charles Schwab
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2013 - 2019 Vice President, DC Plan Sales, Institutional Services @ Dimensional Fund Advisors

2009 - 2013 Managing Director, Institutional Client Services @ Charles Schwab
2007 - 2009 Field Vice President Business Development @ Charles Schwab
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1999 - 2007 Relationship Manager and Sales Consultant @ The 401(k) Company
1998 - 1999 Production Associate @ Stratagene

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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

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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 5 emails and 2 mobile phone numbers on RocketReach.

Tracy Mitchell Emails

Found 5 emails

Tracy Mitchell Phone Numbers

Found 3 phone numbers

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Darcy Keller

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Wes Crill

Senior Client Solutions Director and Vice President at Dimensional Fund Advisors

Austin, TX, US
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Mandy Solin

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Austin, TX, US
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Robert Dintzner

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Austin, TX, US
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