Tracie Lesane Email & Phone Number

Chapel Hill, North Carolina, United States

Chapel Hill, North Carolina, United States

Assist finance department in weekly and monthly accounting tasks, in addition to preparing or reviewing spreadsheets including consolidated financial statements on a quarterly basis. On an ad hoc basis, assist in operations and compliance-related work that includes assisting with investment client onboarding.

Raleigh-Durham, North Carolina Area

A lifestyle blog on my personal journey; professional, spiritual/mental, financial, etc. My goal is to use my experiences in hopes that some of my victories, shortcomings, thoughts, and ideas can inspire the next.

Raleigh-Durham, North Carolina Area

Fulfilling my passions for helping individuals and working within the wedding and bridal industry is a major benefit for working with David's Bridal. Exceptional customer service is a core commitment as a Bridal Stylist. Serving as a matchmaker for each client, I am tasked with connecting the dots between what a bride envions and what I can create. Providing an efficient and personalized experience for each bride, bridesmaid, mother of the bride or groom and special occasion guest I meet.

United States

As Finance and Operations Support for the School of Business at North Carolina Central University I am the point of contact for all travel requisitions for Faculty and Staff within the business school. I also act as a team with the Business Officer to manage and reconcile state, trust, foundation and grant funds. I work in partnership with various departments across the University including but not limited to Accounts Payable, Academic Resource Management Office (ARMO) and Administration to assist in administrative duties for the School of Business. In collaboration with the Assessment Director, research and produce reports to support SAS Accreditation requirements for the University. I take pride in the opportunity to supervise our teams work study student on various task needed within the finance department and develop their work experience in an office/administrative setting.

High Point, North Carolina

At Wells Fargo I was the first point of contact for servicing customer with banking needs which includes operating as loan officer, building rapport and establishing relationships with customers and small businesses. I collaborated with financial advisors, private bankers, tellers, underwriters, mortgage professionals and other personal bankers to help customers achieve financial goals. I enjoyed analyzing customer accounts in order to resolve issues and recommending appropriate products and services.

As New Financial Representative Support at Northwestern Mutual I worked as part of our Sales Execution Team assisting our under 5 year Representatives with administrative duties so that they can focus their time and energy on being out in the community seeing clients and helping them create financial security for themselves and their families.

Greensboro/Winston-Salem, North Carolina Area

Working as an Associate Financial Representative (AFR) I specialized in client service to ensure the maintenance of an efficient, organized office that allows the Financial Representative to focus his/her energy building client relationships. As AFR I work as a liaison between the home office, financial representative, and clients.

Greensboro/Winston-Salem, North Carolina Area

Working as a Financial Representative Intern at Northwestern Mutual gave me the real feel of what a Financial Rep does on a daily basis. I met with clients and taught them the importance of having insurance and how it can help them create financial security for themselves and their families. I spent 40 hours a week face to face with clients building relationships based around trust and knowledge of the finance industry. I created comprehensive plans along with my Sales Execution Team in order to show clients where they were, where they wanted to be and how to achieve their financial goals.

The University Of Nc At Greensboro

• Improved customer service by addressing customer calls regarding merchandise and textbook services • Completed monetary transactions and closed drawers at the end of shift • Promoted teamwork by building relationships and assisting fellow employees

Master'S Degree, Global Luxury And Management

Activities and Societies: Projects Completed in Program - Christian Dior Fragrances "From Online to Instore: Reinvent the Client.

Master Of Science - Ms, Global Luxury And Management

Dual Masters Degree program with NC State University Pool College of Mangement

Bachelor'S Degree, Accounting And Finance , Communication Studies Minor, Alumni

Activities and Societies: Alpha Kappa Alpha Sorority Incorporated: Nu Rho - Spring 2013 Initiate Students of Action 2008-2013 National.

Business Administration And Management, General

Study Abroad

Education record