Tracy Sumstad Email & Phone Number
Senior Financial Consultant @ Oaktree Financial Services Limited
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Tracy Sumstad Location
- Ireland
Tracy Sumstad Work
- 2019 -now Senior Financial Consultant @
- 2016 -2018 Senior Corporate Financial Consultant @
- 1997 -2016 Director and Financial Executive @ Emerald Foods
- 2011 -2016 Senior Executive Financial Consultant @
- 2009 -2011 Financial Advisor @
Tracy Sumstad Education
- University College Dublin
Retirement Planning Advice (RPA) (Financial Planning and Services)
2019-2020 - Chartered Institute for Securities and Investment
Associate’s Degree (Investments and Securities)
2014-2015 - University College Dublin
Associate’s Degree (Financial Planning and Services)
2010-2012 - FECMA (Federation of European Credit Management Associations)
Bachelor’s Degree (Credit Management)
2000-2003 - Whitehall College
Bachelor’s Degree (Accounting and Business/Management)
1995-1999
Tracy Sumstad Skills
- Financial Advisory
- Banking
- Financial Planners
- Public Speaking
- Accounting
- Pensions
- Retirement Planning
- Sales
- Financial Planning
- Portfolio Management
- Tax
- Investments
- Female Financial Planning
- Finance
- Investment Advisory
- Strategic Planning
- Financial Services
- Wealth Management
- Business Planning
- Savings
- Strategic Financial Planning
- Risk Management
- Asset Management
- Microsoft Excel
- Marketing
- Financial Analysis
- Wealth
- Marketing Strategy
- Retirement
Tracy Sumstad Summary
- Tracy Sumstad, based in Ireland, is currently a Senior Financial Consultant at Oaktree Financial Services Limited. Tracy Sumstad brings experience from previous roles at Credence International Brokerage, Emerald Foods, Holborn Assets LLC and Acorn Life. Tracy Sumstad holds a 2019 - 2020 Retirement Planning Advice (RPA) in Financial Planning and Services @ University College Dublin. With a robust skill set that includes Financial Advisory, Banking, Financial Planners, Public Speaking, Accounting and more. Tracy Sumstad has 1 emails and 1 mobile phone numbers on RocketReach.
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