Tracey Lewis

Tracey Lewis Email and Phone Number

President and CEO @ Economic Development Corporation of Kansas City, MO
Kansas City, MO, US
Tracey Lewis's Location
Kansas City, Missouri, United States, United States
Tracey Lewis's Contact Details
About Tracey Lewis

Tracey Lewis is a President and CEO at Economic Development Corporation of Kansas City, MO.

Tracey Lewis's Current Company Details
Economic Development Corporation of Kansas City, MO

Economic Development Corporation Of Kansas City, Mo

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President and CEO
Kansas City, MO, US
Website:
edckc.com
Employees:
24
Tracey Lewis Work Experience Details
  • Economic Development Corporation Of Kansas City, Mo
    President And Ceo
    Economic Development Corporation Of Kansas City, Mo
    Kansas City, Mo, Us
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  • Economic Development Corporation Of Kansas City, Mo
    President/Ceo
    Economic Development Corporation Of Kansas City, Mo Jul 2022 - Present
    Kansas City, Missouri, United States
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  • Commerce Trust Company
    Senior Vice President, Institutional Services Group
    Commerce Trust Company Feb 2015 - Dec 2021
    Kansas City, Missouri Area
    - Accountable for leading the strategy & production of our institutional growth model nationwide.- Established an effective, competitive sales culture that achieved 87% growth over a 4 year period (2015, 2016, 2017 & 2018).- Intimately engaged in institutional marketing effort, client retention, product development & sales incentive implementation.- Oversees revenue forecasting, budgeting, staffing, strategy implementation and performance management for an elite sales team that drives revenue growth in a very competitive space.- Fosters and encourages collaborative alliances with internal departmental partners as well as external collaborative organizations in our industry.
  • Commerce Trust Company
    Vice President, Business Development / Client Services
    Commerce Trust Company Aug 2010 - Feb 2015
    Kansas City, Missouri
    - Established a strong business development model and retained critical client relationships more consistently than average.- Responsible for servicing and retaining large institutional relationships - Corporations, Public Funds, E&F and Taft Hartley.- Accountable for engaging institutional clients, prospects and their consultants for fixed income, equity, OCIO & custody mandates.- Achieved and exceeded all annual management issued goals and requirements for 2011, 2012, 2013 & 2014.
  • Waddell & Reed
    Vice President, Marketing/Client Service Representative
    Waddell & Reed Sep 2004 - May 2009
    Overland Park, Ks
    - Responsible for servicing institutional asset management clients and consultants. Mandate values range from $10 million to over $1 billion.- Exposed to all client types, predominately worked with Public Funds and Taft Hartley.- Attended and participated in client portfolio reviews. Responsible for scheduling activities with clients, communication with consultants and custodians, portfolio performance analytics, cross-selling and updating marketing materials.- Coordinated the firm’s departmental resources (Operations, Portfolio Management, Legal and Sales) to fulfill all client requests. - Efforts included new product development, preparing RFPs, account setup, contract management, guideline & compliance adherence, reviewing client reporting materials, portfolio audits, and product conference calls.- Focused on broad understanding of the clients’ investment goals, organizational decision-making policies, funding concerns, and asset allocation objectives.- Sat on compliance committee for the institutional line of business. Helped introduce protocol to address Sarbanes Oxley implementation with current clients.
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  • Columbia Management
    Vice President, Business Development Representative
    Columbia Management 2003 - 2004
    New York, Ny & Boston, Ma
    - Held responsibility for the development of new institutional asset management relationships.- Served as primary representative for CMG national public funds effort.- Reached three finals/ six semi-finals within first six months. The firm’s acquisition was announced 6 months into sales term.
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  • Columbia Management
    Vice President, Product Marketing Manager
    Columbia Management 2001 - 2003
    New York, Ny & Boston, Ma
    - Proactively identified, proposed, executed and managed investment products and solutions.- Managed performance and attribution calculations, product rollouts and revisions, RFP writing, consultant database updates, and portfolio manager marketing activities.
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  • Morgan Stanley
    Investment Representative
    Morgan Stanley 1999 - 2001
    New York, Ny & Boston, Ma
    - Marketed a diverse array of investment products and ideas to high net worth individuals.- Targeted clients with Biotechnology and Internet backgrounds.- Activities included: prospecting, research, cold calling, strategy development, portfolio construction, trust and estate planning, options and restricted stock management.
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Tracey Lewis Education Details

Frequently Asked Questions about Tracey Lewis

What company does Tracey Lewis work for?

Tracey Lewis works for Economic Development Corporation Of Kansas City, Mo

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

Tracey Lewis's current role is President and CEO.

What is Tracey Lewis's email address?

Tracey Lewis's email address is tr****@****ank.com

What is Tracey Lewis's direct phone number?

Tracey Lewis's direct phone number is +181646*****

What schools did Tracey Lewis attend?

Tracey Lewis attended Cornell Johnson Graduate School Of Management, Babson College, Boston Latin Academy.

Who are Tracey Lewis's colleagues?

Tracey Lewis's colleagues are Joe Egan, Debra Davis, Carrie Habib, Daniel Moye, Larry Appleberry, Susan Tumey, Steve Rinne Pe Mpa.

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