Tracy Parson Email & Phone Number
Client Onboarding Manager @ Private Client Services (PCS), Member FINRA, SIPC
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Tracy Parson Location
- Charlotte, NC, US
Tracy Parson Work
- 2025 -now Client Onboarding Manager @
- 2022 -2025 Vice President of Learning and Development @
- 2018 -2022 Vice President Of Service @
- 2015 -2018 Assistant Vice President @
- 2012 -2015 Manager @
- 2010 -2012 Supervisor @
- 2006 -2010 Senior Retirement Specialist @
- 2005 -2006 Individual Investment Consultant @ TIAA-CREF
- 2004 -2005 Transition Specialist @ Vanguard
- 2001 -2004 Branch Analyst @ Wachovia
Tracy Parson Education
- University of South Carolina-Columbia
Bachelor of Science (B.S.) (Criminal Justice and Psychology)
1998-2002
Tracy Parson Summary
- Tracy Parson, based in Charlotte, NC, US, is currently a Client Onboarding 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-Columbia. Tracy Parson has 1 emails and 1 mobile phone numbers on RocketReach.
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