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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.
one year 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...
one year ago
Home Services Industry - Finding Veterans
What an incredible venture. I wish you the best of luck.
one year 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...
one year 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...