Tracy S. Email

Client Experience Director @ Quantum Financial Advisors

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Tracy S. Location

Los Angeles, CA, US

Tracy S. Work

2022 - now Client Experience Director @ Quantum Financial Advisors
2018 - 2022 Paraplanner @ Abacus Wealth Partners
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2002 - 2018 Stay At Home Domestic Engineer @ Shemano, Shemano, Shemano, Shemano, and Shemano

1995 - 2002 Vice President, Merrill Lynch Private Finance @ Merrill Lynch
1992 - 1995 Vice President, Private Capital Division @ Citi
1987 - 1992 Assistant Vice President @ NatWest

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Tracy S. Education

NYU Stern School of Business
Master of Business Administration - MBA (Finance and International Business)
1992
Brown University
Bachelor of Science - BS (Applied Mathematics and Economics)
1987
College for Financial Planning
Paraplanner (Financial Planning and Services)
2018

Tracy S. Summary

Tracy S., based in Los Angeles, CA, US, is currently a Client Experience Director at Quantum Financial Advisors, LLC. Tracy S. brings experience from previous roles at Abacus Wealth Partners, Shemano, Shemano, Shemano, Shemano, and Shemano, Merrill Lynch and Citi. Tracy S. holds a Master of Business Administration - MBA in Finance and International Business @ NYU Stern School of Business. Tracy S. has 1 emails on RocketReach.

Tracy S. Emails

Found 1 emails

@quantumadvisors.com

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