Chris Tracey

Chris Tracey Email and Phone Number

Director of Compliance, Venture Visionary Partners @ Venture Visionary Partners
sylvania, ohio, united states
Chris Tracey's Location
Toledo, Ohio Metropolitan Area, United States
Chris Tracey's Contact Details
About Chris Tracey

Project Management • Business Analysis • Compliance • Business Development • Strategy • Reporting • Leadership • Financial Planning & Analysis • Vendor Management • Sales & Fundraising • Relationship DevelopmentA passionate professional dedicated to serving the community and advancing strategic priorities through individual and corporate development. Expert communication and relationship building abilities, excellent project management and organizational skills, and strong personal desire to achieve the highest possible outcomes. I want to surround myself with like-minded people that are focused on achieving goals and aligned with my values. WHAT I DO:Business Analysis, Compliance, Operations, and FP&A professional with 15 year’s experience. My focus is on driving results and bringing leadership and accountability to the firm. Demonstrated history of bringing value and exceeding client expectations. Having the ability to carry projects to completion, think strategically, and challenge a team to perform at the highest level has been a significant factor in my success. I take pride in knowing that my efforts help the firm make important decisions and will, ultimately, have a positive effect on clients' well-being. Skilled in project and risk management, team building, sales and account management. Strong business development and client relationship skills with a BSBA focused in Finance from Miami University. HOW I DO IT:Driven by high standards and values of integrity, client focus, and excellence. Skilled at multitasking and working under pressure while consistently exceeding expectations. Emotionally intelligent communicator enabling professional relationships and interactions with clients, managers, and employees that are efficient and effective.

Chris Tracey's Current Company Details
Venture Visionary Partners

Venture Visionary Partners

View
Director of Compliance, Venture Visionary Partners
sylvania, ohio, united states
Website:
venturevp.com
Employees:
13
Chris Tracey Work Experience Details
  • Venture Visionary Partners
    Director Of Compliance
    Venture Visionary Partners Dec 2021 - Present
  • Promedica
    Executive Director, Promedica Foundations
    Promedica Aug 2020 - Oct 2021
    Toledo, Ohio, United States
  • Tdc Investment Advisory
    Director, Business Operations And Compliance
    Tdc Investment Advisory Jan 2020 - Jun 2020
    Maumee, Oh
    Supported firm operations, compliance, and strategy to grow an $800m investment advisory firm to over $2.5B assets under management. Oversaw 50+ Supervised Persons and help business development including adding six branch offices nationwide. As a compliance expert, facilitated a strong culture of compliance making compliance a source of strength and opportunity versus a cost. Successfully launched several new service offerings, digital learning platforms, and engage clients to connect wealth and purpose. These efforts led the firm to be recognized as a major player in the wealth management space while bringing value to over 1400 clients. TDC Investment Advisory (TDC) is a wealth management firm specializing in services for high net worth individuals, families, and closely held businesses. TDC is located in Maumee, Ohio, with branch offices in Houston (TX), St. Louis (MO), and Winchester (VA).That is simply the “what” TDC does. The “why”, is much simpler – to help families be families. Stronger, closer, and wiser. Strive to help high net worth families and businesses interested in:• Creating a plan to align their substantial wealth with their purpose• Collaborating with their next generations to understand and sustain their family/ business values• Maintaining a long-term relationship to help navigate through their personal and collective journeys• Allowing their wealth to make their family/business stronger, closer and wiser.
  • Tdc Investment Advisory
    Chief Compliance Officer
    Tdc Investment Advisory Aug 2016 - Jan 2020
    Maumee, Oh
  • Tdc Investment Advisory
    Compliance Manager
    Tdc Investment Advisory Nov 2009 - Jul 2016
    Maumee, Ohio, United States
  • Tfo Phoenix, Inc.
    Compliance Consultant
    Tfo Phoenix, Inc. Nov 2011 - Jun 2020
  • Welltower™ Inc.
    Reporting Analyst
    Welltower™ Inc. May 2007 - Jun 2009
  • Lippert Components, Inc.
    Plant Manager
    Lippert Components, Inc. Aug 2005 - Apr 2007

Chris Tracey Skills

Financial Analysis Risk Management Asset Managment Forecasting Due Diligence Financial Reporting Process Improvement Portfolio Management Corporate Finance Regulatory Compliance Mutual Funds Wealth Management Compliance Investment Advisory Relationship Building Cross Functional Team Leadership Leadership Collaborative Problem Solving Organization Skills Business Process Improvement Project Management Cybersecurity Risk Assessment Operational Risk Compliance Management Surveillance Cash Flow Forecasting

Chris Tracey Education Details

Frequently Asked Questions about Chris Tracey

What company does Chris Tracey work for?

Chris Tracey works for Venture Visionary Partners

What is Chris Tracey's role at the current company?

Chris Tracey's current role is Director of Compliance, Venture Visionary Partners.

What is Chris Tracey's email address?

Chris Tracey's email address is tr****@****ail.com

What is Chris Tracey's direct phone number?

Chris Tracey's direct phone number is 141976*****

What schools did Chris Tracey attend?

Chris Tracey attended Miami University, Miami University Dolibois European Center.

What are some of Chris Tracey's interests?

Chris Tracey has interest in Camping And Outdoor Activities, Running Triathlons.

What skills is Chris Tracey known for?

Chris Tracey has skills like Financial Analysis, Risk Management, Asset Managment, Forecasting, Due Diligence, Financial Reporting, Process Improvement, Portfolio Management, Corporate Finance, Regulatory Compliance, Mutual Funds, Wealth Management.

Who are Chris Tracey's colleagues?

Chris Tracey's colleagues are Kelly Andrews, Crpc®, Chad Whipple, Andrew Bogan, John Spengler, Lexi Liber, James Porea, Jerry Nunez.

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