Tracy Woolsey Email & Phone Number
Senior Vice President @ GreatBanc Trust Company
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Tracy Woolsey Location
- Michigan City, IN, US
Tracy Woolsey Work
- 2023 -now Senior Vice President @
- 2021 -2023 SVP Sales and Customer Experience Officer @
- 1999 -2021 SVP @ Horizon Trust & Investment Management
- 1997 -1999 Retirement Plan Specialist @
Tracy Woolsey Education
- Purdue University
BS (Accounting)
1992-1996
Tracy Woolsey Skills
- Employee Benefits
- Profit Sharing
- Retirement Planning
- ESOP
- Investments
- Retirement
- Financial Analysis
- Business Valuation
- Pension Funds
- Valuation
- Mergers
- Financial Modeling
- Middle Market
- Credit Analysis
- ERISA
- Corporate Governance
- Corporate Finance
- Commercial Lending
- Treasury Management
- Mergers & Acquisitions
- Cash Management
- Securities
- Fairness Opinions
- SBA
- Small Business Lending
- Credit
- Loans
- Trustee
- Accounting
- Recapitalizations
- Fiduciary Services
- Mergers and Acquisitions
- Strategy
- Microsoft Office
- Management
- Banking
- Strategic Planning
Tracy Woolsey Summary
- Tracy Woolsey, based in Michigan City, IN, US, is currently a Senior Vice President at GreatBanc Trust Company. Tracy Woolsey brings experience from previous roles at Horizon Bank, Horizon Trust & Investment Management and Crowe Horwath LLP. Tracy Woolsey holds a 1992 - 1996 BS in Accounting @ Purdue University. With a robust skill set that includes Employee Benefits, Profit Sharing, Retirement Planning, ESOP, Investments and more. Tracy Woolsey has 1 emails and 2 mobile phone numbers on RocketReach.
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