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Tracy Puleo Location
New York, United States
Tracy Puleo Work
Vice President of Sales @ (June 2026 - Present)
National Sales Director @ (February 2025 - April 2026)
Vice President Sales and Business Development @ (October 2023 - January 2025)
Regional Vice President of Sales @ Zipari (April 2022 - July 2023)
Enterprise Regional VP of Sales @ (November 2021 - April 2022)
Regional Client Sales Executive @ (October 2020 - November 2021)
Senior Enterprise Sales Executive @ (October 2018 - October 2020)
Regional Retirement Sales VP @ (January 2016 - October 2018)
Regional Vice President @ (June 2013 - June 2015)
Regional 401K Distributor @ (December 2010 - June 2013)
Senior District Sales Manager @ (July 2001 - December 2010)
Tracy Puleo Education
Hilbert College
University at Buffalo
Tracy Puleo Skills
Digital Strategy
Enterprise Software
Healthcare
Strategy
Stakeholder Management
Thought Leadership
Sales Strategy
Negotiation
Medicare Advantage
Medicare
Deal Closure
Solution Selling
Sales Management
Sales Processes
401k
Employee Benefits
Retirement Plan Consulting
Sales Presentations
PEO
Salesforce.com
Cold Calling
Insurance
Series 6
Series 63
Outside Sales
Qualified Retirement Plans
Defined Contribution
Defined Benefit
Retirement
Benefits Administration
Coaching
Sales
ERISA
Sales Process
Leadership
Series 7
Life Insurance
Financial Analysis
Training
Customer Service
Team Building
Management
Tracy Puleo Summary
Tracy Puleo, based in New York, United States, is currently a Vice President of Sales at Voicegain. Tracy Puleo brings experience from previous roles at Vimly Benefit Solutions, Click Boarding, Zipari and HealthJoy. Tracy Puleo holds a Hilbert College. With a robust skill set that includes Digital Strategy, Enterprise Software, Healthcare, Strategy, Stakeholder Management and more. Tracy Puleo has 2 emails and 1 mobile phone numbers on RocketReach.
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