T

Tracy's contacts

Experience:9 years
Location:Los Angeles Metropolitan Area, United States

How to contact Tracy

Found email addresses for Tracy:
****@edelmanfinancialengines.com,
t***@tabr.net,
t***@gmail.com,
t***@hotmail.com
Found phone number for Tracy:
Found social network links for Tracy:
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Work Experience

Executive Administrative Assistant at Healey & Associates - Certified Public Accountants & Consultants

Oct 2023 - Current

Client Service Associate at Edelman Financial Engines

Jul 2022 - Jul 2023

Senior Client Services Specialist / Office Manager at TABR Capital Management, LLC

Dec 2021 - Jun 2022

Marketing Specialist at DST Wealth Management, LLC

Feb 2021 - Oct 2021

Office Manager at Marvin Investments Inc. & Old Town La Quinta, LLC

Dec 2019 - Feb 2021

Executive Assistant/Case Manager at Estate Planning Team

Sep 2017 - Dec 2019

Tracy started working in 2017, then the employee has changed 5 companies and 5 jobs. On average, Tracy works for one company for 1 year 4 months.

Education

Bachelor of Science - BS at Pepperdine Graziadio Business School

Current Company Information Healey & Associates - Certified Public Accountants & Consultants

Name: Healey & Associates - Certified Public Accountants & Consultants

Location: Rancho Mirage, CA, United States

Employees: 1-10

HQ Phone: 760-320-2107

Description: Bill Healey and staff are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes ...

Frequently Asked Questions

What is Tracy's minimum period of employment in the companies?

Tracy's minimum period of employment in various companies is 6 months.

What is Tracy's average duration of employment for different companies?

On average, Tracy works for one company for 1 year 1 month

What industries has Tracy worked in?

Tracy works in the Accounting. Previously, Tracy worked in the Financial Services.

What positions has Tracy held before?

Previously, Tracy worked as a Client Service Associate, and Senior Client Services Specialist / Office Manager, and Marketing Specialist, and Office Manager, and Executive Assistant/Case Manager.

How do I contact Tracy?

Tracy's email address is t***y@healeycpas.com, phone number is +1-520-***-**91. Sign up to get contact details.

Who are Tracy's peers at other companies?

Tracy's peers at other companies are Anjali Singh and Beatrice Seno and Harlena

Tracy Namesakes

Name
Company
Position
T
Business Execution in HR, Talent & Learning Development at Wells Fargo
T
Services Australia
Project Officer

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