Tracy Rogers
Chief Administrative Officer at Dakota
- Role
- Chief Administrative Officer at dakota
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
Experience
Chief Administrative Officer
Aug 2007 — Present · Bryn Mawr, PA
Tracy Rogers joined the Dakota team in 2007 as a Director of Client Service, and was promoted to our Chief Administrative Officer in 2012. She leads the client service effort for the Investment Sales team which includes interfacing with our Investment Partners on a daily basis, responding to client inquiries, completing RFPs, and managing all Investment Sales Webinars. She also leads our OnBoarding Training and Mentorship Programs for all new Dakota employees and runs our Summer Internship Program. Additionally, Tracy serves as compliance support for our RIA, Dakota Investments.
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