Katherine Anne Tracy is a high-level professional, that works in Wells Fargo main office of which is in 1096. on the position of Financial Analyst from 2018. Katherine Anne Tracy gained professional experience in more than nine positions at different companies. Katherine Anne Tracy went to the Fordham University and received education from 2014 to 2018. Katherine Anne Tracy has such professional qualifications as Bloomberg Essentials - Equities, Fixed Income, Commodities, Fx and Delf B2 Certificate. San Francisco, California is the area, where this professional was known to be settled. This professional's phone number and email can be easily accessed through this website on demand.
Name variants:
Katharine Tracy,
Kathryn Tracy,
Kathrine Tracy,
Kathrynne Tracy,
Katrina Tracy,
Kate Tracy,
Kathie Tracy,
Kathy Tracy,
Katie Tracy,
Katy Tracy,
Kay Tracy,
Katty Tracy,
Kattie Tracy,
Kit Tracy,
Kitty Tracy,
Kittie Tracy,
Trina Tracy
Last updated May 30, 2024
Contact Information
Last Update
Jul 11, 2022
Location
San Francisco, CA
Company
Wells Fargo
Workplace
Financial Analyst
Work History
Financial Analyst
420 Montgomery St, San Francisco, CA 94129
Underwrite commercial credit for a portfolio of companies with annual revenues between $20M and $1B
Analyze cash flow, leverage, liquidity, and debt service metrics to assist in the struct...
from Jun 2018
Intern
140 east 45Th St, New York, NY 10017
Update and consolidate customer company data and client resumes within the internal system
Prepare informational pamphlets of partner companies for prospective client applicants
Conduct a...
Jan 2018 — May 2018
Corporate Banking Intern
420 Montgomery St, San Francisco, CA 94129
Compiled market statistics and financials for each industry segment for use by Corporate Banking leadership
Worked with members of Strategic Capital Group to realign client capital contrib...
Jun 2017 — Aug 2017
Global Mobility Services Intern
Formulated strategic assistance for clients facing the challenges and opportunities of cross-border operations
Learned British tax regulations and helped advise expatriates how to report t...
Sep 2016 — Dec 2016
Wealth and Investment Management Intern
1 north Jefferson Ave St, Louis, MO
Assisted in aligning client investment portfolios with their desired retirement objectives
Created content for assigned financial advisor group’s new website in compliance with Wells Fargo...
Jun 2016 — Aug 2016
Strategic Consulting Intern
535 Mission St, San Francisco, CA 94105
Established criteria to analyze effectiveness of client companies’ social media & marketing strategy
Created strategic suggestions based on a combination of industry data and millennial pe...
Jan 2016 — Jun 2016
Cao Enterprise Marketing Intern
420 Montgomery St, San Francisco, CA 94129
Represented Wells Fargo at Millennial Week for small business entrepreneurs in Washington, DC
Researched and reported on Wells Fargo’s social media impact to develop a plan for increased d...
Jun 2015 — Aug 2015
Mayor's Office of Communications Intern
1 Dr Carlton B Goodlett Pl, San Francisco, CA
Managed the customer service experience, streamlining responses to public inquiries
Prepared proclamations, certificates and press releases, and presented them to relevant parties
Collabo...
May 2013 — Aug 2013
Harpist
San Francisco, CA
I have been a harpist for the last eleven years, under concert harp professor, Ms. Janice Ortega. Over the course of my time as a harpist, I have been a member of GGP (Golden Gate Philharmon...
Aug 2006 — Jul 2007
Education
2014 — 2018
2016 — 2016
2010 — 2014
2001 — 2010
Occupations
Accountant
Financial Analyst
Finance and Accounting Specialist
Apprentice
Executive
Partner
Chief Administrative Officer
Accounting Bookkeeper
Bookkeeper
Student Worker
Chief Executive
Skills
Writing
Research
Teamwork
Public Speaking
Leadership
Powerpoint
Social Media
Customer Service
Microsoft Office
Communication
Social Media Marketing
Marketing Strategy
Harp
Social Networking
Marketing
Editing
Microsoft Excel
Microsoft Word
Photoshop
Cpr Certified
Aed
First Aid
Bloomberg
FAQs about Katherine Anne Tracy
What's the main profession of Katherine Anne Tracy?
The expert is a Financial Analyst.
What are the main profession of Katherine Anne Tracy?
These person's professions are Accountant and Financial Analyst
Where does Katherine Anne Tracy currently live?
The expert lives in San Francisco, California.
How many companies did Katherine Anne Tracy work at?
Katherine Anne Tracy worked at nine jobs.
What education does Katherine Anne Tracy have?
Katherine studied at the Fordham University from 2014 to 2018.
Are there any certifications, that Katherine Anne Tracy has?
The expert received the following certifications: Bloomberg Essentials - Equities, Fixed Income, Commodities, Fx and Delf B2 Certificate.
What languages does Katherine Anne Tracy speak?
Katherine Anne Tracy speaks French and Italian.
What is the industry that Katherine Anne Tracy is connected to?
This professional works in Financial Services industry.