For over 12 years Tracy Chester has been working in different jobs. Recently, Tracy worked as a Financial Planning Sales Assistant in Vantage Point Bank and Financial Services enhancing knowledge. Tracy Chester graduated from Atlantic Cape Community College in 1999 where the professional received all the skills and knowledge. You can find this professional in Philadelphia, Pennsylvania, where he is located nowadays. SoftwareOfficial has all the personal info you need to connect Tracy Chester, such as this person's phone or email address. Send the request to get additional info.
Name variants:
Tracey Chester,
Tracie Chester,
Traci Chester
Last updated Jun 22, 2024
Contact Information
Last Update
Jul 9, 2022
Email
tr**@yahoo.com
Location
Philadelphia, PA
Workplace
Financial Planning Sales Assistant
Horsham, PA
Industry
Banking
Colleagues
Work History
Financial Planning Sales Assistant
100 Witmer Rd SUITE 140, Horsham, PA 19044
Compliance Administration -- Liason between DSP & Registered Reps to manage FINRA guidlines & expectations, advertising, marketing, compliance related materials and issues. Work with our Bro...
Jul 2011 — Jan 2014
Client Relations Manager, Sales Assistant
1892 Greentree Rd SUITE 1A, Cherry Hill, NJ 08003
Compliance/Administration, liaison between DSP & Registered Reps to manage FINRA guidlines & expectations, advertising, marketing, compliance related materials & issues. Work closely with ou...
from Jan 2014
Sales Administrator and Office Manager
Abbreviated version: Provided exceptional customer service to all of our tax and fianancial planning clients. Assisted two financial planners and managed an office of 5 employees.
Oct 2006 — Apr 2009
Sales Administrator and Office Manager
698 south Ogden St, Buffalo, NY 14206
Abbreviated Version: Assisted one finanical planner in a high volume office, and assisted him in managing a large 403b at the local hospital. Was in charge of the daily management of the off...
Aug 1999 — Sep 2005
Education
1995 — 1999
1985 — 1989
Occupations
Executive
Chief Networking Officer
Sales Specialist
Sales Person
Agent
Sales Agent
Chief Administrative Officer
Customer Relations
Sales Representative
Chief Executive
Skills
Banking
Insurance
Sales
Investments
Mortgage Lending
Finance
Advertising
Financial Services
Microsoft Office
Finra
Marketing
Microsoft Excel
Credit
Event Management
Customer Service
Project Planning
Social Media Marketing
Management
Strategic Financial
Loans
Recruiting
Payroll
FAQs about Tracy Chester
What is the main profession of Tracy Chester?
Tracy is a Client Relations Manager, Sales Assistant.
What are the main profession of Tracy?
These person's professions are Executive and Chief Networking Officer
Where does Tracy Chester live?
Philadelphia, Pennsylvania is the place where Tracy Chester currently lives
What is the professional's email?
Tracy's email is tr**@yahoo.com.
How many companies did Tracy Chester work at?
The professional worked at four jobs.
Where has Tracy Chester studied?
Tracy studied at the Atlantic Cape Community College from 1995 to 1999.
Are there any professional industries, that Tracy Chester works in?
Tracy Chester works in Investment Management industry.
What are special skills of Tracy Chester?
This person has the following skills: Banking, Insurance, Sales, Investments, Mortgage Lending, Finance, Advertising, Financial Services, Microsoft Office, Finra, Marketing, Microsoft Excel, and Credit.