Wealth Relationship Advisor, AVP @ (March 2022 - October 2022)
Wealth Relationship Manager, AVP @ (December 2020 - March 2022)
Citigold Relationship Manager at Citi @ (January 2017 - December 2020)
Relationship Banker @ (June 2014 - January 2017)
Financial Sales Consultant @ (August 2010 - June 2014)
Customer Service Associate @ (December 2008 - August 2010)
Sales Representative @ Fragrances Elite International (September 2006 - December 2008)
Sales Representative @ (September 2004 - June 2006)
Tracy Valle Education
Paramus Catholic High School
High School Diploma
1998-2001
Bergen Community College
Associate of Science (A.S.) (Accounting)
Tracy Valle Skills
Banking
Financial Analysis
Team Building
Portfolio Management
Health Insurance
Marketing
Series 63
Life Insurance
Relationship Management
Financial Services
Microsoft Word
Retail Banking
Microsoft Office
Customer Service
Management
Series 6
PowerPoint
Finance
Tracy Valle Summary
Tracy Valle, based in New York, NY, US, is currently a Vice President, Relationship Strategist at PNC Private Bank. Tracy Valle brings experience from previous roles at Citi and JPMorgan Chase & Co.. Tracy Valle holds a 1998 - 2001 High School Diploma @ Paramus Catholic High School. With a robust skill set that includes Banking, Financial Analysis, Team Building, Portfolio Management, Health Insurance and more. Tracy Valle has 2 emails and 2 mobile phone numbers on RocketReach.
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