Tracy Schaff Email & Phone Number

Certified Financial Planner and VP of Investments @ Stirlingshire

5 free lookup(s).

Tracy Schaff Location

Seattle, WA, US

Tracy Schaff Work

2024 - now Certified Financial Planner and VP of Investments @ Stirlingshire
2016 - 2024 Personal Financial Representative @ Allstate Financial Services, LLC
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2013 - 2016 Sr. Analyst @ MCM - Insurance | Benefits | Consulting

2011 - 2013 Case Design Manager @ CSM Pacific/Aiolian LLC
2011 - 2013 Portfolio Analyst @ Kosmos Management
2006 - 2011 Financial Advisor @ Northwestern Mutual
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Tracy Schaff Education

City University of Seattle
MBA (Personal Financial Planning)
2003 - 2006
University of Washington
B.S. (Biology)
1998 - 2000

Tracy Schaff Skills

Photoshop
Microsoft Office
Financial Reporting

Project Management
Marketing
Microsoft Excel
Finance
Sketching
Life Insurance

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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 Photoshop, Microsoft Office, Financial Reporting, Project Management, Marketing and more. Tracy Schaff has 1 emails and 1 mobile phone numbers on RocketReach.

Tracy Schaff Emails

Found 1 emails

@stirlingshire.com

Tracy Schaff Phone Numbers

Found 1 phone numbers

+1 253-709-XXXX

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Tracy Schaff

Certified Financial Planner and VP of Investments at Stirlingshire

Seattle, WA, US
1
- stirlingshire.com
1
- +1 253-709-XXXX

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Tracy Schaff

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