Traci Olive
COO at CapWealth
- Role
- Chief Operating Officer at Capwealth
- Location
- Franklin, TN, US
- LinkedIn followers
- 500 followers
OperationsView LinkedIn profile
About Traci Olive
I began my career in the financial services industry in 1990 at Hilliard Lyons and have…
Experience
Chief Operating Officer
Feb 1990 — Present · Franklin, TN, US
Skills
- Insurance
- Time Management
- Financial Advisory
- Risk Management
- Personal Financial Planning
- Series 24
- Principle-Centered Leadership Training
- Alternative Assets
- Investment Advisory
- General Securities Representative Series 7
- Retirement Planning
- Wealth Management
- Microsoft Office
- Budgets
- American Management Association (Ama)
- Management
- Uniform Investment Adviser Series 63
- Investments
- Series 7
- Strategic Planning
- State of Tennessee Licensed Life, Accident & Health Insurance Agent
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