Her Story
About Tracy
She is a wealth management and fiduciary services professional with extensive experience in client relationship management and financial services. She currently works as an Assistant Manager/Trust Officer at JTC Group, following a year as a Client Services Associate at BNY Mellon supporting ultra-high-net-worth clients, families, foundations, and institutions. Previously, she held senior client service and relationship banking roles at PNC Wealth Management, Truist, and KeyBank, where she managed client relationships, banking and investment services, documentation, transactions, and compliance processes. She holds a BBA in Business Administration and Management from Strayer University.
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