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Role and Company
Client Service Associate, Ameriprise Financial
Expertise
27 years experience in financial services
Location
New Haven, CT
About Tracy
I love to do crafts, volunteer and work with kids (even though my field is not in that capacity). I love to bake and spend time with my family, friends and pets, Koda, Kylie and Casper.
Tracy has volunteered to be available for private messages. Feel free to send a conversational message but remember to be succinct and mindful of the other person’s time.
5 months ago
Any Advice For Entering/Starting A Financial Advisor Career?
Coming from a financial industry, you would need to get your series 7, 63/65 or 66 and your Life/Health Insurance if by...
6 months ago
Home Services Industry - Finding Veterans
What an incredible venture. I wish you the best of luck.
6 months ago
Career in Human Resources or IT/Cybersecurity?
Thank you for your service. I think your first step would be to look and see what area(s) you...
7 months ago
Advice to part time Employment
Hello Ken. Thank you for your service. In line with what Henry ("Dr. Hank") Stevens mentioned, another thought is to...