Tracy Schaff Email & Phone Number
Certified Financial Planner and VP of Investments @ Stirlingshire
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Tracy Schaff Location
- Seattle, WA, US
Tracy Schaff Work
- Certified Financial Planner and VP of Investments @ (October 2024 - Present)
- Personal Financial Representative @ (June 2016 - October 2024)
- Sr. Analyst @ MCM - Insurance | Benefits | Consulting (August 2013 - May 2016)
- Case Design Manager @ CSM Pacific/Aiolian LLC (March 2011 - August 2013)
- Portfolio Analyst @ Kosmos Management (March 2011 - August 2013)
- Financial Advisor @ (June 2006 - March 2011)
Tracy Schaff Education
- City University of Seattle
MBA (Personal Financial Planning)
2003-2006 - University of Washington
B.S. (Biology)
1998-2000
Tracy Schaff Skills
- Certified Financial Planner
- Financial Planning
- Retirement Planning
- Photoshop
- Microsoft Office
- Financial Reporting
- Project Management
- Marketing
- Microsoft Excel
- Finance
- Sketching
- Life Insurance
Tracy Schaff Summary
- Tracy Schaff, based in Seattle, WA, US, is currently a Certified Financial Planner and VP of Investments at Stirlingshire. Tracy Schaff brings experience from previous roles at Allstate Financial Services, LLC, MCM - Insurance | Benefits | Consulting, CSM Pacific/Aiolian LLC and Kosmos Management. Tracy Schaff holds a 2003 - 2006 MBA in Personal Financial Planning @ City University of Seattle. With a robust skill set that includes Certified Financial Planner, Financial Planning, Retirement Planning, Photoshop, Microsoft Office and more. Tracy Schaff has 1 emails and 1 mobile phone numbers on RocketReach.
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