Tracey S Cartee

Director, Client Relationships

Role: Director, Client Relationships at Aprio
Location: Franklin, TN, US
LinkedIn followers: 500 followers

Customer/Client ServiceView LinkedIn profile

About Tracey S Cartee

Highly motivated and accomplished professional offering solid experience in a supervisory role. Results oriented teamleader with record setting productivity and field leadership philosophy. Effective problem solver in a fastpaced environment. Successful improving productivity and customer satisfaction while reducing operating costssignificantly. Visionary Leader: drives positive change, builds consensus and executes plans that improve revenue andprofit. Results-driven Strategist: identifies and seizes opportunities that maximize competitive edge and shareholdervalue.

Experience

Director, Client Relationships
Aprio
Jan 2024 — Present

Education

Mars Hill University
Bachelor of Science (BS), Administrative Recreation
1984 — 1988

Skills

Business Development
Human Resources
Sales Operations
Sales
Retirement Plan Consulting
Recruiting
Retirement
401k
Account Management
Defined Benefit
Employee Relations
Peo
Selling
Sales Process
Defined Contribution
Management
Team Building
Leadership
Employee Benefits
Salesforce.com
Sales Management
Cold Calling
Training
New Business Development
Strategy
Erisa

Contact information

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Work email
•••••@aprio.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Aprio

Professional Services · 3.3K employees · Atlanta, Georgia, United States

Aprio is redefining what it means to be a global advisory and accounting firm. We help businesses and individuals Account for Anything™ — delivering clarity and confidence in a world full of unknowns. Aprio is the brand name under which Aprio, LLP, and Aprio Advisory Group, LLC deliver professional services to clients worldwide. Aprio Advisory Group, LLC provides advisory, tax, legal, wealth, and talent solutions to help build value, drive growth, manage risk, and protect wealth, while Aprio, LLP delivers audit and attest services with uncompromising quality and integrity. With more than 2,800 team members serving clients in 50+ countries and $5.5B in assets under management, Aprio is consistently recognized as a Top Workplace, celebrated for transformative growth on the Inc. 5000 and Inc. Power Partners lists, and led by Richard Kopelman, named to Accounting Today’s Top 100 Most Influential People in Accounting.

aprio.com

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