Tracy Woolsey
Senior Vice President @GreatBanc Trust Company
Michigan City, IN, US
EMAILS
t•••••••@greatbanctrust.com
MOBILE NUMBERS
+12•••••••54
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WORK HISTORY
Jan 2023 — Present
Senior Vice President @GreatBanc Trust Company
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Lisle, IL, US
Work with ESOP Companies to provide trustee services.
EDUCATION
1992 — 1996
Purdue University
BS, Accounting
SKILLS
CreditFinancial ModelingTreasury ManagementSmall Business LendingSecuritiesMergersLoansBusiness ValuationCorporate FinanceErisaPension FundsCorporate GovernanceMergers & AcquisitionsRetirement PlanningValuationEmployee BenefitsProfit SharingFiduciary ServicesCash ManagementTrusteeCredit AnalysisSbaRetirementRecapitalizationsFairness OpinionsMiddle MarketAccountingFinancial AnalysisCommercial LendingEsopInvestments
ABOUT TRACY WOOLSEY
Work with employee benefit plans providing trustee and investment services. I specialize…
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