Tracy Schneider Email & Phone Number
Managing Director, Director of Marketing and Sales Coordination @ Evercore Wealth Management, LLC
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Tracy Schneider Location
- New York, NY, US
Tracy Schneider Work
- Managing Director, Director of Marketing and Sales Coordination @ (November 2024 - Present)
- Executive Director @ (June 2016 - October 2024)
- Director - Private Client Group @ (January 2007 - January 2015)
- VP, Portfolio Management Group @ (January 1995 - January 2007)
- Associate Portfolio Manager @ (January 1989 - January 1995)
Tracy Schneider Education
- The George Washington University
Bachelor’s Degree (Finance)
1985-1989
Tracy Schneider Skills
- Business Relationship Management
- Strategy
- Equities
- Alternative Investments
- Asset Management
- Portfolio Management
- Hedge Funds
- Series 7
- Investments
- Asset Allocation
- Asset Managment
- Wealth Management
- Fixed Income
- Bloomberg
- Mutual Funds
- Management
- Finance
- Strategic Planning
- Investment Management
- Leadership
- Project Management
- Product Marketing
- Cross-functional Team Leadership
- Microsoft Office
- Marketing
- Microsoft Excel
- Cross Functional Team Leadership
- Customer Service
Tracy Schneider Summary
- Tracy Schneider, based in New York, NY, US, is currently a Managing Director, Director of Marketing and Sales Coordination at Evercore Wealth Management, LLC. Tracy Schneider brings experience from previous roles at J.P. Morgan, Bernstein Private Wealth Management and Sanford C. Bernstein. Tracy Schneider holds a 1985 - 1989 Bachelor’s Degree in Finance @ The George Washington University. With a robust skill set that includes Business Relationship Management, Strategy, Equities, Alternative Investments, Asset Management and more. Tracy Schneider has 3 emails and 1 mobile phone numbers on RocketReach.
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