Vicki Tracy

Business Development Executive

Atlanta, Georgia, United States4 yrs 2 mos experience
Highly Stable

Key Highlights

  • 14 years of financial services experience
  • Certified John Maxwell Coach and Speaker
  • Recognized as Charlotte Rookie of the Year
Stackforce AI infers this person is a Financial Services Professional with expertise in consulting and training.

Contact

Skills

Core Skills

Financial ServicesConsulting

Other Skills

SalesFinancial PlanningFinanceDisability InsuranceRetirement PlanningFixed AnnuitiesLeadershipLife InsuranceLong-term CareInsuranceManagementFinancial AdvisoryInvestmentsRetirementLong Term Care Insurance

About

Married and Christian 14 years Financial experience both Provident Mutual (now Nationwide Provident) and Mass Mutual as a Financial Services Professional, Registered Representative 2001 - Co-recognized as the Charlotte “Rookie of the Year” at Baron Financial Group, Provident Mutual 2003 - Member of NAIFA (National Association of Insurance Financial Advisors) 2003 - Qualified as Most Lives written Leader 2004 - Qualified Leaders at Nationwide Provident 2007 - 2008 - Board member WIFS (Women in Financial Services) 2008 - MA (Managing Associate with Mass Mutual) 2009 - Managing Director with Mass Mutual 2010 to 2015 - Broker working with non-profit corporations and legal professionals. 2016 - Certified John Maxwell Coach, Teacher, Trainer, and Speaker

Experience

Self employed - consultant

Broker in Financial Services

Sep 2011Nov 2015 · 4 yrs 2 mos · North Carolina

  • Sales, Financial Planning, Planned giving consultant
SalesFinancial PlanningConsultingFinancial Services

Education

Wingate University

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