Tracy Mitchell
Institutional
- Role
- VP, Financial Institutions Group at Dimensional Fund Advisors
- Location
- Austin, TX, US
- LinkedIn followers
- 500 followers
Experience
VP, Financial Institutions Group
Jul 2024 — Present · Austin, TX, US
Education
The University of Texas at Austin
BS
1993 — 1998
Skills
- Employee Benefits
- Asset Allocation
- Mutual Funds
- Portfolio Management
- Financial Services
- 401k
- Series 63
- Securities
- Pensions
- Process Improvement
- Equities
- Series 7
- Retirement
- Strategic Financial Planning
- Investments
- Wealth Management
- Investment Advisory
- Project Management
- Retirement Planning
- Relationship Management
- Asset Managment
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