Tracy Thompson
Black Diamond Advent @Ss&c Black Diamond Wealth Solutions
Jacksonville, FL, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Present
Black Diamond Advent @Ss&c Black Diamond Wealth Solutions
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EDUCATION
N/A
The University of Dallas
MBA, Investment Analysis - Financial Planning
N/A
University of Central Oklahoma
BA, Finance
SKILLS
New Business DevelopmentBusiness Relationship ManagementWealthPortfolio ManagementRelationship ManagementAsset AllocationFinancial AdvisoryBusiness DevelopmentSeries 7Strategic Financial PlanningMutual FundsSeries 63EquitiesWealth ManagementInvestments
ABOUT TRACY THOMPSON
Senior business development executive for Black Diamond, acquired by Advent Software in…
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