Tracy S. Email
Client Experience Director @ Quantum Financial Advisors
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Tracy S. Location
- Los Angeles, CA, US
Tracy S. Work
- 2022 -now Client Experience Director @
- 2018 -2022 Paraplanner @
- 2002 -2018 Stay At Home Domestic Engineer @ Shemano, Shemano, Shemano, Shemano, and Shemano
- 1995 -2002 Vice President, Merrill Lynch Private Finance @
- 1992 -1995 Vice President, Private Capital Division @
- 1987 -1992 Assistant Vice President @
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.
Looking for a different Tracy S.?
Find contact details for 700 million professionals.
Top Quantum Financial Advisors Employees
Darius Gagne
Partner and Chief Investment Officer
Santa Monica, CA, US
Scott Swanson
Chief Operating Officer, Advisor & Partner
Santa Monica, CA, US
Ryan Balderian
Partner and Director of Investments and Trading
Santa Monica, CA, US
Tracy S.
Client Experience Director
Los Angeles, CA, US
Wende Headley
CEO, Partner, Financial Advisor
Los Angeles, CA, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co