Tracy

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Executive Administrative Assistant at Healey & Associates - Certified Public Accountants & Consultants|Los Angeles Metropolitan Area, United States

Position:

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

Location:

Los Angeles Metropolitan Area, United States

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Last updated: 2026-04-19
Updated: 2026-04-19
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Work Experience 9 years

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

Frequently Asked Questions

What is Tracy's email address?

SignalHire found verified email addresses for Tracy, both business and personal. Their business email is t***y@healeycpas.com, and personal emails include ****@edelmanfinancialengines.com, t***@tabr.net, and t***@gmail.com.

What is Tracy's phone number?

SignalHire found multiple verified phone numbers for Tracy: +1-623-***-**37, +1-205-***-**18, and +1-520-***-**74.

How do I contact Tracy at Healey & Associates - Certified Public Accountants & Consultants?

You can reach Tracy through SignalHire by unlocking their verified email and direct phone number (free signup, no credit card needed). SignalHire is the fastest route if you need their contact details immediately.

What is Tracy's professional background?

Tracy has 9 years of professional experience. They have held roles including Client Service Associate, Senior Client Services Specialist / Office Manager, and Marketing Specialist at companies such as Edelman Financial Engines, TABR Capital Management, LLC, and DST Wealth Management, LLC. Their education includes Bachelor of Science - BS from Pepperdine Graziadio Business School.

Is Tracy's contact information up to date?

Yes. Tracy's SignalHire profile was last updated on 19 April 2026, reflecting their current position as Executive Administrative Assistant at Healey & Associates - Certified Public Accountants & Consultants in Rancho Mirage, CA, United States.

Tracy Namesakes

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

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