Tracy Parson Email & Phone Number
Onboarding Relationship Manager @ Private Client Services (PCS), Member FINRA, SIPC
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Tracy Parson Location
- Charlotte, NC, US
Tracy Parson Work
- Onboarding Relationship Manager @ (March 2025 - Present)
- Vice President of Learning and Development @ (March 2022 - March 2025)
- Vice President Of Service @ (June 2018 - March 2022)
- Assistant Vice President @ (June 2015 - June 2018)
- Manager @ (September 2012 - June 2015)
- Supervisor @ (May 2010 - December 2012)
- Senior Retirement Specialist @ (September 2006 - May 2010)
- Individual Investment Consultant @ TIAA-CREF (October 2005 - September 2006)
- Transition Specialist @ Vanguard (November 2004 - October 2005)
- Branch Analyst @ Wachovia (May 2001 - November 2004)
Tracy Parson Education
- University of South Carolina
Bachelor of Science (B.S.) (Criminal Justice and Psychology)
1998-2002
Tracy Parson Skills
- Banking
- Business Analysis
- Client Services
- Coaching
- Corporate Communications
- Critical Thinking
- Cross-functional Team Leadership
- Customer Relationship Management (CRM)
- Customer Service
- Employee Engagement
- Finance
- Financial Analysis
- Financial Planning
- Financial Services
- Instructional Design
- Insurance
- Leadership
- Microsoft Office
- Organizational Talent
- Portfolio Management
- Presentation Skills
- Program Management
- Project Management
- Risk Management
- Strategic Communications
- Team Management
- Technology Integration
- Time Management
- Training
Tracy Parson Summary
- Tracy Parson, based in Charlotte, NC, US, is currently a Onboarding Relationship Manager at Private Client Services (PCS), Member FINRA, SIPC. Tracy Parson brings experience from previous roles at LPL Financial. Tracy Parson holds a 1998 - 2002 Bachelor of Science (B.S.) in Criminal Justice and Psychology @ University of South Carolina. With a robust skill set that includes Banking, Business Analysis, Client Services, Coaching, Corporate Communications and more. Tracy Parson has 1 emails and 1 mobile phone numbers on RocketReach.
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