Tracey Lewis Email & Phone Number

Kansas City, MO, US

Kansas City, Missouri, United States

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..

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.

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.

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.

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.

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.

Mba, Finance / Marketing

Activities and Societies: - Involvement: Student Government Vice Chairman, Robert Toigo Fellowship, Exchange Student in Barcelona (Spain).

Bs, Marketing/Communication

Activities and Societies: - Involvement: Black Student Assoc. President, Campus Housing Resident Director, Burroughs Corporation.

Classic High School Education