James Tracy
Vice President WMA U.S. Bancorp at U.S. Bank | Independence, Kentucky, United States
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Vice President WMA U.S. Bancorp at U.S. Bank in April 2023 to April 2023
Vice President Financial Advisor at WesBanco in October 2019 to April 2023
Wealth Management Advisor at TIAA in July 2015 to October 2019
Inside Planning and Guidance Consultant at Fidelity Investments in June 2011 to July 2015
Customer Service Representative/General Banker at First Security Trust Bank in February 2009 to July 2011
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Certified Financial Planner Board, Certified Financial Planner Exam
Xavier University, Master's degree, January 2012 to January 2013
Xavier University, Masters, January 2008 to January 2011
University of Kentucky, Bachelors of Arts Degree
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Certified Financial Planner
Financial planning
Annuity Sales
401k Rollovers
403 b
Portfolio Management
Mutual Funds
Financial Modeling
Equities
Investments
Series 7
Series 66
Series 63
Options
Trading
Financial Analysis
Bloomberg
Bloomberg Terminal
Excel
Word
Microsoft Office
Banking
Sales
Finance
Customer Service
Financial Planning
Microsoft Excel
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Discover more about U.S. BankWhat is James Tracy email address?
Email James Tracy at [email protected]. This email is the most updated James Tracy's email found in 2026.
How to contact James Tracy?
To contact James Tracy send an email to [email protected].
What company does James Tracy work for?
James Tracy works for U.S. Bank
What is James Tracy's role at U.S. Bank?
James Tracy is Vice President WMA U.S. Bancorp
What is James Tracy's Phone Number?
James Tracy's phone (502) ***-*250
What industry does James Tracy work in?
James Tracy works in the Investment Banking industry.
James Tracy Email Addresses
James Tracy Phone Numbers
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