Adam Tracy Email and Phone Number
Adam Tracy work email
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Adam Tracy personal email
Diligent, Ambitious and Motivational Economics Major, seeking to apply analytical and technology skills in a professional environment with opportunity for continued growth and development.
Bank Of America Merrill Lynch
View- Website:
- bofaml.com
- Employees:
- 23988
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Financial Solutions AdvisorBank Of America Merrill Lynch Sep 2024 - PresentHilton Head Island, South Carolina, United States
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Wealth Management AssociateKrvaric Capital & Risk Management Aug 2022 - Apr 2024San Diego, California, United States -
Vice PresidentCsusm Finance Society May 2022 - Dec 2023San Marcos, California, United StatesI work with the president of the finance society to coordinate guest speakers while also managing the society's general wellbeing to ensure it's longevity. -
Chief Investment OfficerThe Cougar Fund At California State University San Marcos May 2022 - Dec 2023San Marcos, California, United StatesServing as the 2022-2023 CIO of the Cougar Fund, managing portfolio of $275,000 in AUM. Providing leadership to 20 members and direction on portfolio allocation, teaching new members the fund's investment objectives to contribute to the common goal of growing the fund while also minimizing risk. Conducted recruitment outreach on campus, welcoming 10 new members to the fund. Presented to the CSUSM board of investors, sharing progress of the fund and plans for upcoming year. -
Portfolio ManagerThe Cougar Fund At California State University San Marcos Jan 2022 - May 2022San Marcos, California, United StatesI managed the materials and industrials sector for the fund.
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Supply Chain InternLeonardo Drs Jun 2021 - Aug 2022San Diego, California, United StatesCompleted two consecutive summer internships as Supply Chain Intern. Used my knowledge of ERP systems to ensure parts were delivered on time. Procured EAR and ITAR regulated parts. Conducted on-site supplier audits, ensuring quality of parts met contract specifications. -
Associate BuyerLeonardo Drs Aug 2021 - Jan 2022San Diego County, California, United StatesProvided support to Senior Defense Buyers, tracked prices of electronic, metal and semiconductor commodities. Organized meetings with suppliers, discussing lines of balance on current orders. Created purchase orders COTS items for use in laser products.
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Operations InternLeonardo Drs Jun 2020 - Aug 2020San Diego, California, United StatesAcquired DAX coding knowledge and proficiency within one week, using skills to create production metrics, used to aid Sr. Director Operations in identifying weaknesses and strengths within current manufacturing processes. Completed intern project ahead of deadline, meeting clients needs and successfully delivering to Sr. Management team and fellow interns during Intern Presentations
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Accounting SpecialistTcwglobal (Formerly Targetcw) Dec 2019 - Jan 2020San Diego, California, United StatesWorked for DRS Daylight Solutions as a seasonal accounting specialist to support the year end audit process. Audited files, ensuring GAAP compliance.
Adam Tracy Education Details
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Economics/Finance
Frequently Asked Questions about Adam Tracy
What company does Adam Tracy work for?
Adam Tracy works for Bank Of America Merrill Lynch
What is Adam Tracy's role at the current company?
Adam Tracy's current role is Economics Graduate | Series 7 & 66 Licensed.
What is Adam Tracy's email address?
Adam Tracy's email address is ad****@****drs.com
What schools did Adam Tracy attend?
Adam Tracy attended California State University San Marcos.
Who are Adam Tracy's colleagues?
Adam Tracy's colleagues are Roy Williams, Helen Conway, Jay Lee, Esther Omoyosola, Meka W., Bill Robison, Neeraj Upadhyay.
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Adam Tracy
Fairfax Station, Va -
Adam Tracy
Key Account Management | Business Project Leader | Execution Leader | Client Success | Strategic Sales Solutions |Greater St. Louis2erac.com, ehi.com -
Adam Tracy
Danbury, Ct4ymail.com, hotmail.com, pernod-ricard-usa.com, odysseylogistics.com3 +120373XXXXX
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Adam Tracy
San Francisco Bay Area3gmail.com, affymetrix.com, invitae.com
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