Tracy Marshall
Charles Schwab
- Role
- Director- Risk Training at Charles Schwab
- Location
- Chandler, AZ, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Tracy Marshall
I’m a passionate people leader and mentor who believes strong risk outcomes are driven by…
Experience
Director- Risk Training
Mar 2022 — Present · Phoenix, AZ, US
Education
University of Illinois Urbana-Champaign
Bachelor's Degree, Business/Corporate Communications
Skills
- Insurance
- Investments
- Long-Term Care
- Asset Allocation
- Mutual Funds
- Risk Management
- Strategy
- Retirement
- Process Improvement
- Equities
- Diversity & Inclusion
- Risk
- Long Term Care
- Retirement Planning
- Finra
- Series 9
- Financial Risk
- Securities
- Customer Relations
- Relationship Management
- Supervisory Skills
- Disability Insurance
- Leadership
- Series 63
- Financial Services
- Underwriting
- Microsoft Office
- Series 10
- Investment Advisory
- Series 66
- Annuities
- Fixed Annuities
- Series 7
- Customer Service
- 401k
- Wealth Accumulation
- Compliance
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