Tracy Strickler
Office Manager at McShane Partners - A Waverly Advisors Company | Charlotte, North Carolina, United States
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Tracy Strickler serves as the Office Manager at McShane Partners, a Waverly Advisors Company, where she plays a pivotal role in enhancing operational efficiency and fostering organizational excellence. With a strong foundation in data analysis from her previous underwriting roles, Tracy is adept at leveraging her analytical skills to support Wealth Advisors in developing comprehensive financial plans tailored to client needs. Her current responsibilities encompass directing office operations, providing business development support, and orchestrating client events that strengthen relationships and enhance client engagement.
Tracy’s expertise extends to vendor and service provider management, where she focuses on streamlining services to create economical efficiencies that benefit the firm and its clients. By analyzing financial data, she ensures optimal resource allocation and effective expense tracking, which are crucial for maintaining the firm’s financial health. Her proficiency in tools such as Microsoft Dynamics CRM and QuickBooks allows her to manage client and contact information seamlessly, ensuring that all interactions are informed and productive.
In addition to her operational duties, Tracy is committed to continuous improvement and problem-solving. She employs her skills in financial statement analysis and credit analysis to identify the best solutions for various challenges that arise within the firm. As she transitions into a paraplanner role, her goal is to further enhance the support provided to Wealth Advisors, ensuring that clients receive detailed and actionable financial strategies. Tracy’s multifaceted skill set and dedication to excellence make her an invaluable asset to McShane Partners and a key contributor to the firm’s success.
Office Manager at McShane Partners - A Waverly Advisors Company in January 2023 to Present
Mortgage Underwriter at Movement Mortgage in June 2021 to December 2022
Mortgage Underwriter at loanDepot in April 2021 to June 2021
Agency Underwriter at WELLS FARGO HOME MTG in November 2012 to April 2021
Agency Underwriter with VA Loan experience at WELLS FARGO HOME MTG in November 2012 to April 2021
Home Preservation Underwriter 3 at Wells Fargo Home Mortgage in March 2012 to November 2012
Home Preservation Underwriter 1 at WELLS FARGO HOME MTG in April 2011 to March 2012
Loan Document Specialist 4 at Wells Fargo Home Mortgage in October 2010 to April 2011
CSC for the Practices of David Booker, Adam Whitesell, Alan Segal and Phil Sielatycki at Ameriprise Financial in June 2008 to October 2010
Account Manager at HSBC Mortgage Services in January 2004 to January 2007
Senior Loan Coordinator at Ameriquest Mortgage in January 2003 to January 2004
Account Executive at Beneficial Financial Group in January 2002 to January 2003
Regional Operations Manager at Affinity Management Group, Inc in January 1999 to January 2002
Group Sales at Kissing Bridge Corporation in January 1995 to January 1999
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University at Buffalo School of Management, The State University of New York, Bachelor of Science, October 1992 to October 1998
Lake Shore Central High School
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E-money
Fannie Mae
Freddie Mac
Credit Underwriting
Financial Statement Analysis
Mortgage Lending
Operations Management
Credit Analysis
Data Analysis
Microsoft Dynamics CRM
QuickBooks
Notary Public
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What is Tracy Strickler email address?
Email Tracy Strickler at [email protected] and [email protected]. This email is the most updated Tracy Strickler's email found in 2026.
What is Tracy Strickler phone number?
Tracy Strickler phone number is 7045768377.
How to contact Tracy Strickler?
To contact Tracy Strickler send an email to [email protected] or [email protected]. If you want to call Tracy Strickler try calling on 7045768377. (updated on September 02, 2024)
What company does Tracy Strickler work for?
Tracy Strickler works for McShane Partners - A Waverly Advisors Company
What is Tracy Strickler's role at McShane Partners - A Waverly Advisors Company?
Tracy Strickler is Office Manager
What industry does Tracy Strickler work in?
Tracy Strickler works in the Financial Services industry.
Tracy Strickler Email Addresses
Tracy Strickler Phone Numbers
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