Tracy Baughman
Executive Leadership | Wealth Management | Fiduciary Services | Chief Investment Officer | Business Development | Sales
- Role
- SVP Chief Investment Officer & Wealth Department Manager at Croghan Colonial Bank
- Location
- Toledo, OH, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Tracy Baughman
I am an accomplished wealth management executive with more than 25 years of…
Experience
SVP Chief Investment Officer & Wealth Department Manager
Feb 2014 — Present · Toledo, OH, US
Education
The Defiance College
Master of Business Administration (MBA)
The Defiance College
Master of Business and Organizational Leadership (MBOL)
Eastern Michigan University
Bachelor of Business Administration (BBA)
Skills
- Investments
- Retirement Planning
- Economics
- Retirement
- Forecasting
- Strategic Financial Planning
- Financial Markets
- Trading
- Wealth Management Services
- Performance Reporting
- Financial Advisory
- Fixed Income
- Etfs
- Relationship Management
- Asset Allocation
- Banking
- Mutual Funds
- Risk Management
- Financial Services
- Finance
- Wealth Management
- Due Diligence
- Investment Advisory
- Investment Strategies
- Equities
- Asset Management
- Equity Research
- Securities
- Investment Management
- Financial Planning
- Portfolio Management
- Financial Analysis
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