Tracy Sorzano
Senior Fiduciary Executive @Regions Private Wealth Management
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WORK HISTORY
Senior Fiduciary Executive @Regions Private Wealth Management
EDUCATION
University of Maryland Francis King Carey School of Law
JD
University of Baltimore School of Law
LLM, Taxation
Elizabethtown College
BS, Business Administration
ABOUT TRACY SORZANO
A highly accomplished, results driven, finance and banking operations Senior Executive with extensive expertise in fiduciary management, wealth planning, and client relationship management. With a broad-based background in overseeing trust and estate administration, sales strategy, and strategic growth initiatives, market activities, ensure compliance, manage risk, and ensure exceptional service delivery and successful client acquisition. A client-focused leader dedicated to building impactful relationships and fostering teamwork and inclusive business development that champions diversity and innovation.
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