Tracy Wood is a high-skilled expert, that works in Nylife Securities main office of which is in 4. as a Financial Services Professional since 2017. Tracy Wood gained professional experience in more than 14 positions at different companies. Tracy Wood went to the Southern Methodist University and got education there from 1968 to 1971. Dallas, Texas is the area, where this professional was lastly known to be living. Tracy's email address and number can be accessed through Connexy on demand.
Name variants:
Tracey Wood,
Tracie Wood,
Traci Wood
Contact Information
Last Update
Jul 6, 2022
Email
tr**@ft.newyorklife.com, tr**@nylim.com, tw**@marykay.com
Location
Dallas, TX
Company
Workplace
Colleagues
Work History
Financial Services Professional
New York, NY
Registered Representative offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency.
Mar 2017 — Jun 2018
Agent
51 Madison Ave, New York, NY 10010
Registered Representative offering Life Insurance, Long-Term Care, Annuities (Fixed & Variable), Mutual Funds, and Group Benefits. Interviewed prospective clients incorporating listening ski...
May 2016 — Jun 2018
Independent Beauty Consultant
16251 Dallas Pkwy, Addison, TX 75001
I promote the empowerment of women, both inside and out.
from Oct 2014
Assistant Business Specialist
P/O Box 5000, Upton, NY
Assistant Business Specialist Achieved significant process improvement with a 65% reduction in administrative hours used to prepare managerial reports by utilizing advanced functions in MS E...
May 2014 — May 2016
Independent Sales Agent
1932 Wynnton Rd, Columbus, GA 31999
Provide supplemental insurance for individuals, families, and employees. If your employer doesn't have Aflac, contact me today.
Jan 2014 — May 2016
Photographer and Creative Consultant
Providing portraiture for Corporate and Creative clients. Ask about our Suivant Photographie services. MUA services available for your shoot.
from Aug 2013
Compliance Examiner
Directed announced and unannounced examinations of FINRA member firms to ensure compliance with FINRA rules, SEC rules, MSRB rules, AML and Bank Secrecy Act rules.
Designed examinations to...
Oct 2000 — Feb 2012
Past President, Influential Member
Great group of like minded community and business leaders dedicated to 'service above self', and drawn together by close bonds of fellowship and high calling.
Jan 1994 — Sep 2010
Accountant
999 Stewart Ave SUITE 210, Bethpage, NY 11714
Managed the budget for the advertising division of Travel Impressions (or “Melby Advertising”).
Prepared budget forecasting, delivered variance reports with rationales for outliers.
Imple...
1993 — 2000
Education
1968 — 1971
1968 — 1971
1965 — 1968
Occupations
Executive
Chairperson
Insurance Agent
Chief Executive
Skills
Retirement Planning
Estate Planning
Leadership
Insurance
Retirement
Investments
Fixed Annuities
Life Insurance
Employee Benefits
Wealth
Long Term Care
Financial Services
Finance
Securities
Small Business
Asset Protection
Personal Finance
Succession Planning
Term Life Insurance
Licensed Life Insurance Agent
Gifting Strategies
Legacies
Wealth Preservation Planning
Public Speaking
Internal Audit
Marketing
Financial Analysis
Customer Service
Event Planning
Sales
Team Building
Management
Strategic Planning
Microsoft Excel
Account Management
Business Succession Planning
Legacy Planning
Long Term Care Insurance
Risk Management
Retirement Income Strategies
Charitable Giving
Buy Sell Agreements
Multi Generational Wealth Transfer
Wealth Accumulation
FAQs about Tracy Wood
What is the main profession of Tracy Wood?
The expert is a Financial Services Professional.
What are the main profession of The expert?
These person's professions are Executive and Chairperson
Where is Tracy Wood currently located?
Tracy Wood is currently located in Dallas, Texas.
What is the professional's email?
The professional's email is tr**@ft.newyorklife.com and tr**@nylim.com.
How many companies did Tracy Wood work at?
Tracy Wood worked at 14 jobs.
What education does Tracy Wood have?
Tracy studied at the Southern Methodist University from 1968 to 1971.
Are there any professional industries Tracy Wood works in?
This professional works in Financial Services industry.
Are there any special skills, that Tracy Wood has?
Tracy Wood has skills in the following areas:.