Tracy Ott Email & Phone Number

Canada

CEO who directs various positions and duties required to run and maintain a successful household and family unit.

As a Board Director of CIM | Chartered Managers Canada, a prestigious professional management association, I contribute to the development and implementation of strategic initiatives, policies, and governance frameworks. Leveraging my extensive industry experience, I provide valuable insights and perspectives, ensuring the association's continued growth and success.I actively participate in board meetings, collaborate with fellow directors, and engage with stakeholders to promote the organization's mission and vision. Additionally, I serve as an ambassador, advocating for the management profession and fostering connections with members, partners, and the broader business community. Serve and Chair of the Marketing Committee, sit on the Governance & Membership committees, and spearhead the DEI initiative.

Amherst, Nova Scotia, Canada

Overseeing the comprehensive financial accounting system in alignment with public sector accounting standards, I adeptly utilize Sage50 for managing payroll, employee benefits, and investments, all while evaluating the effects of policy and procedural changes on the team. As a seasoned leader, I identify and advocate for enhancements to the organization's financial and HR processes, ensuring optimal performance.Skillfully strategizing and executing modifications to internal policies and procedures, I address challenges related to finances and service provision with a senior-level perspective. Demonstrating expertise in the administration of human resources policies and guidelines, I uphold operational excellence, guaranteeing the effectiveness and efficiency of the headquarters.

Nova Scotia/New Brunswick Canada

Spearheaded the management and delivery of comprehensive life insurance planning and investment consultation services to individuals and businesses, adeptly addressing a wide array of intricate and tailored requirements. Capitalizing on exceptional listening skills, trust-building, and client need assessment abilities, I expertly determined the most suitable solutions for clients.My unwavering work ethic has contributed to the establishment of enduring relationships with clients, reflecting my senior-level expertise. Possessing licensure in Nova Scotia, New Brunswick, and Prince Edward Island, I bring a wealth of experience and knowledge to the role.

Moncton, Nb

Exercising senior-level expertise, I operated within the licensed Delegated Lending Authorities framework to offer a diverse array of credit solutions to clients, encompassing fixed-term loans, variable rate loans, credit cards, mortgages, unsecured lines of credit, secured home equity lines of credit, mortgage renewals, and refinancing options. I provided astute advice and devised strategies to support clients in deepening and maintaining long-term relationships, ensuring timely referrals to the appropriate partners for addressing their complete financial requirements.With a meticulous approach, I processed credit applications and conducted thorough analyses of clients' financial histories to make judicious lending decisions in compliance with credit policies and procedures. This entailed providing credit-building guidance for future borrowing opportunities and making informed declination decisions when necessary.

Amherst, Ns

As a senior leader, I oversaw all aspects of office financial operations, including billing and invoicing, payment reconciliation, and bank deposit management, while proficiently handling incoming and outgoing client correspondence.I expertly established client files and cultivated trust-based relationships with clients. Demonstrating a deep understanding of the insurance sector, I identified, reviewed, and processed insurance applications, while offering insightful education and advice. Additionally, I facilitated policy adjustments for clients and meticulously assessed potential risks associated with these changes, reflecting my extensive industry experience.

As a seasoned leader, I adeptly managed a variety of financial transactions, including deposits, withdrawals, bill payments, and other account activities for customers, ensuring accuracy and efficiency while identifying non-standard actions. I diligently adhered to banking and industry codes of conduct, as well as securities laws and regulations.Demonstrating a strong track record of success, I surpassed the sales goals quota for 2017. As a team lead for the Legendary Experience Index (LEI) Committee, I excelled in achieving LEI quotas for the same year, showcasing my commitment to delivering exceptional customer experiences.

Business Administration, Business Administration/ Accounting Concentration With A Management Focus, Honours With Distinction

Activities and Societies: 2015/2017 President of Student Association Cumberland Campus, 2015 Program Representative Student Association.

Caib Ii, Insurance

Life License Qualification Program (Common Law), Llqp, 95%

I have completed and passed the LLQP

Mutual Funds Sales Representative, Banking, Corporate, Finance, And Securities Law

General Insurance Adviser, Level 2, Auto, Home, Commercial Insurance