Tracy Roth Email & Phone Number
Systems Support, Senior Manager @ FocusPoint Private Capital Group
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Tracy Roth Location
- San Antonio, TX, US
Tracy Roth Work
- 2025 -now Systems Support, Senior Manager @
- 2022 -2025 Senior Manager Risk Management @
- 2019 -2022 Workforce Management Senior Manager @
- 2017 -2019 Inside Sales Manager - Project and Operations @
- 2015 -2017 Business Manager, Internal Sales and Support @
- 2012 -2015 Territory Support Manager @
- 2010 -2012 Fixed Income Valuation Manager @
- 2008 -2010 Senior Fixed Income Valuation Analyst @
- 2004 -2008 Senior Accountant @
- 1997 -2004 Controller @ Aladdin Cleaning & Restoration, Inc
Tracy Roth Education
- The University of Texas at San Antonio
Master (Business Adminstration)
2004-2006 - The University of Texas at San Antonio
Bachelor (Business Administration, Accounting)
1999-2004
Tracy Roth Skills
- Valuation
- Fixed Income
- Excel
- Word
- Strategic Planning
- Accounting
- Process Improvement
- Team Building
- Bloomberg
- Microsoft Office
- Lotus Notes
- Analysis
- PowerPoint
- Fundraising
- Research
- Business Analysis
- Documentation
- Customer Service
- Problem Solving
- Administration
- Data Analysis
- Coaching
- Change Management
- Risk Management
- Program Management
- Pricing
- Microsoft Excel
- Microsoft Word
- Nonprofits
- Portfolio Management
- Mutual Funds
- Management
Tracy Roth Summary
- Tracy Roth, based in San Antonio, TX, US, is currently a Systems Support, Senior Manager at Capital Group. Tracy Roth brings experience from previous roles at Capital Group. Tracy Roth holds a 2004 - 2006 Master in Business Adminstration @ The University of Texas at San Antonio. With a robust skill set that includes Valuation, Fixed Income, Excel, Word, Strategic Planning and more. Tracy Roth has 2 emails and 2 mobile phone numbers on RocketReach.
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Top FocusPoint Private Capital Group Employees
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Diane Sawyer
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Cindy Teti
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