Tracy Sumstad Location
Ireland
Tracy Sumstad Work
- 2019 - now Senior Financial Consultant @ Oaktree Financial Services Limited
- 2016 - 2018 Senior Corporate Financial Consultant @ Credence International
- 1997 - 2016 Director and Financial Executive @ Emerald Foods
- 2011 - 2016 Senior Executive Financial Consultant @ Holborn Assets LLC
- 2009 - 2011 Financial Advisor @ Acorn Life DAC
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
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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Top Oaktree Financial Services Limited Employees
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Norma Godwin
Head Of Administration at Oaktree Financial Services Limited
County Cork, Ireland1
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