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@definiti-llc.com
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Dana Tracy is listed as Helping financial partners and business owners solve retirement planning problems at Definiti LLC, a company with 114 employees, based in Columbus, Georgia, United States. AeroLeads shows a work email signal at definiti-llc.com and a matched LinkedIn profile for Dana Tracy.
Dana Tracy previously worked as Regional Sales Director at Definiti Llc and Regional Sales Director at The Pension Studio. Dana Tracy holds Bachelor Of Science (B.S.), Kinesiology And Exercise Science from University Of Illinois At Urbana-Champaign.
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At Definiti, I create individually designed retirement plans that makes it easy for business owners to accomplish their retirement savings goals, increase their tax savings, and provide an employee benefit, all while providing professional service with a personalized touch. I am committed to being an asset to financial advisors and CPAs looking to strengthen and grow their business by being the expert they are looking for in the retirement plan space. My partners can always count on me to be very focused on making sure that each and every plan is followed through with professionalism and care, from the beginning to end.While Definiti LLC is a nationwide retirement services company, I work primarily with individuals based in the Southeast United States.
Listed skills include 401K, Retirement, Retirement Plan Consulting, Retirement Planning, and 13 others.
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As Regional Sales Director, I work hard to educate advisors and clients on the nuances of designing and setting up corporate retirement plans. By ensuring our clients are well taken care of, I am able to maintain and develop new partnerships with financial advisors, CPAs, wholesalers and other referrals sources.Definiti, formerly known as The Pension.
West Palm Beach, FL
As Regional Sales Director, I work hard to educate advisors and clients on the nuances of designing and setting up corporate retirement plans. By ensuring our clients are well taken care of, I am able to maintain and develop new partnerships with financial advisors, CPAs, wholesalers and other referrals sources. The Pension Studio, a Group RHI company.
Chicago, IL
Other employees you can reach at definiti-llc.com. View company contacts for 114 employees →
Susan Graham
Colleague at Definiti Llc
Minneapolis, Minnesota, United States, United States
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RC
Rachel Castillo
Colleague at Definiti Llc
Spring, Texas, United States, United States
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KW
Krystal Wilson
Colleague at Definiti Llc
Greater Cleveland, United States
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Elke Giba
Colleague at Definiti Llc
Plano, Texas, United States, United States
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Kimberly Patty
Colleague at Definiti Llc
Mentor, Ohio, United States, United States
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Betsy Schaaf
Colleague at Definiti Llc
Loveland, Ohio, United States, United States
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EP
Evan Poland
Colleague at Definiti Llc
United States, United States
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L. Renee Wingo
Colleague at Definiti Llc
Oklahoma City, Oklahoma, United States, United States
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AO
April Ottmer
Colleague at Definiti Llc
Dallas, Texas, United States, United States
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TR
Tim Randall
Colleague at Definiti Llc
Panora, Iowa, United States, United States
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Quick answers generated from the profile data available on this page.
Dana Tracy works for Definiti LLC.
Dana Tracy is listed as Helping financial partners and business owners solve retirement planning problems at Definiti LLC.
AeroLeads has found 1 work email signal at @definiti-llc.com for Dana Tracy at Definiti LLC.
Dana Tracy is based in Columbus, Georgia, United States while working with Definiti LLC.
Dana Tracy has worked for Definiti Llc, The Pension Studio, and Chicago White Sox.
Dana Tracy's colleagues at Definiti LLC include Susan Graham, Rachel Castillo, Krystal Wilson, Elke Giba, and Kimberly Patty.
You can use AeroLeads to view verified contact signals for Dana Tracy at Definiti LLC, including work email, phone, and LinkedIn data when available.
Dana Tracy holds Bachelor Of Science (B.S.), Kinesiology And Exercise Science from University Of Illinois At Urbana-Champaign.
Dana Tracy is listed with skills including 401K, Retirement, Retirement Plan Consulting, Retirement Planning, Employee Benefits, Profit Sharing, Defined Benefit, and Sales.
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