Tracy Garrett
Client Relationship Management| Business Development| Operational Expertise
- Role
- Senior Client Services Associate at UBS
- Location
- Atlanta, GA, US
- LinkedIn followers
- 500 followers
Customer/Client ServiceView LinkedIn profile
About Tracy Garrett
Over 10 years of experience managing multi-billion-dollar accounts. Successfully…
Experience
Senior Client Services Associate
Nov 2018 — Present · Atlanta, GA, US
Skills
- Microsoft Excel
- Customer-Focused Service
- Structured Products
- Microsoft Powerpoint
- Creative Problem Solving
- Investments
- Skilled Multi-Tasker
- Banking
- Mutual Funds
- Risk Management
- Relationship Management
- Customer Service
- Microsoft Office
- Sales
- Trading
- Derivatives
- Market Data
- Financial Analysis
- Capital Markets
- Series 7
- Trading Systems
- Leadership
- Management
- Funding
- Series 63
- Long-Term Customer Relationships
- Problem Solving
- Client Development
- Crm Databases
- Hedge Funds
- Microsoft Word
- Alternative Investments
- Bloomberg Terminal
- Finance
- Electronic Trading
- Bonds
- Situational Sales Negotiation
- Abs
- Fixed Income
- Financial Services
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