Tracy Simpson, Cfp®, Ccpc Email and Phone Number
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I'm a Certified Financial Planner™ professional and Certified Professional Co-Active Coach (CPCC) with over two decades of Human Resources experience at small to large, public, private, government and private equity-backed companies in the social services, finance, biotech, EdTech, and health & wellness industries. Yep, I have an eclectic background! This allows me to bring a unique and comprehensive approach to helping organizations - and the individuals that make up these organizations - build thriving teams and create purposeful futures.As an Executive and Career Coach, I help people thrive in life and work, figure out their next chapter, identify meaningful work that amplifies their strengths and is aligned with what they value, while maintaining the lifestyle they've created. Being in HR for 20 years, I've helped hundreds of people figure out their next step, be it a promotion, a growth opportunity, a different type of job, a complete career change, a "side gig", or their own business. As a Human Resources Consultant, I customize human resources solutions for businesses so they can create a sound HR infrastructure, engage and motivate employees, strengthen their culture, and stay compliant. I have experience with traditional and progressive HR approaches having been part of a lean, agile, and flat organization that distributed authority. I also helped usher a prior organization to #20 on Fortune's “100 Best Companies to Work For” list, and I've been quoted in the Wall Street Journal, Boston Business Journal, Chemical & Engineering News, Workforce.com, and HR.com on a variety of HR topics. I’ve also presented and conducted workshops on a wide-range of subject matter.I'm informal, candid, and direct, and I love working with people and teams who are ready for something new, know it's time to make a change, and want to put the effort into making a difference in themselves or their companies.I welcome the opportunity to connect to see if we could partner!❖ www.simpsontracy.com ❖
Simpson Consulting Llc
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Executive And Career Coach • Human Resources ConsultantSimpson Consulting Llc Sep 2019 - PresentGreater Boston AreaCreatively connecting individuals and teams to purposeful careers that amplify their strengths. Helping individuals thrive in life and at work. Customizing Human Resources solutions and optimizing HR business operations, including training, workshops, and facilitation services.https://www.simpsontracy.com/Executive Coaching | Leadership Coaching | Career Coaching | Career Development | Career Map | Whole Life Coaching | Leadership Training | Employee Training | Human Resources (HR)… Show more Creatively connecting individuals and teams to purposeful careers that amplify their strengths. Helping individuals thrive in life and at work. Customizing Human Resources solutions and optimizing HR business operations, including training, workshops, and facilitation services.https://www.simpsontracy.com/Executive Coaching | Leadership Coaching | Career Coaching | Career Development | Career Map | Whole Life Coaching | Leadership Training | Employee Training | Human Resources (HR) Consulting | Interim Head of People Show less -
Certified Financial Planner™ ProfessionalSelf-Employed May 2003 - Present
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ConsultantPrecision Nutrition Sep 2019 - Mar 2021Remote -
Human Resources LeaderPrecision Nutrition Apr 2014 - Aug 2019▪️ As a member of the leadership team, I cultivated a strengths-based organization, grew a high-performing team from 45 to nearly 100, and evolved a thriving culture in a fully virtual organization.▪️ Led the HR function and was responsible for all aspects of human resources, including engagement, talent acquisition, compensation, benefits, development, performance management, and employee relations.▪️ Launched OKRs to the organization and coached the team on OKR development and… Show more ▪️ As a member of the leadership team, I cultivated a strengths-based organization, grew a high-performing team from 45 to nearly 100, and evolved a thriving culture in a fully virtual organization.▪️ Led the HR function and was responsible for all aspects of human resources, including engagement, talent acquisition, compensation, benefits, development, performance management, and employee relations.▪️ Launched OKRs to the organization and coached the team on OKR development and tracking.▪️ Practiced Holacracy, an alternative organizational structure, that distributes authority in a progressive, lean, and agile organization, presenting unique HR challenges and opportunities. Show less -
Official MemberForbes Human Resources Council Aug 2018 - Sep 2019Greater Boston Area -
Director Human ResourcesMillennium: The Takeda Oncology Company Mar 2001 - Mar 2014Cambridge, Ma▪️ Extensive knowledge and expertise in Employee Benefits, Total Rewards, Equity Incentives/Plans (RSU's, stock options, ESPP, unitized stock), Deferred Compensation, HR Operations, and Global Mobility & Relocation. ▪️ Collaborated with HR Team to develop and conduct employee onboarding sessions and multiple corporate training initiatives.▪️ Managed over 60 vendor relationships, responsible for company-wide Total Rewards communications & engagement, and multi-million dollar budget… Show more ▪️ Extensive knowledge and expertise in Employee Benefits, Total Rewards, Equity Incentives/Plans (RSU's, stock options, ESPP, unitized stock), Deferred Compensation, HR Operations, and Global Mobility & Relocation. ▪️ Collaborated with HR Team to develop and conduct employee onboarding sessions and multiple corporate training initiatives.▪️ Managed over 60 vendor relationships, responsible for company-wide Total Rewards communications & engagement, and multi-million dollar budget accountabilities. ▪️ Partnered closely with Finance, Legal, and IT teams on an ongoing basis, during M&A activities, corporate change initiatives, Proxy Statement development, and as the HIPAA Compliance Officer for employee benefit programs. ▪️ Member of the Crisis Management team. Experience at MLNM as a publicly traded company which was later acquired by Takeda in 2008 and became a wholly owned subsidiary. Progressed from a Specialist to Director during tenure.▪️ Proud contributor to a culture and environment which put Millennium on Fortune Magazine's "100 Best Companies to Work For" for 3 consecutive years. 2009: Panel Speaker for HBA event Fiscal Wisdom: A Roadmap for Your Financial Future Show less -
Account Manager / ConsultantThe Kraematon Group, Inc. Sep 1997 - Mar 2001Wellesley, Ma▪️ Client relationship manager and retirement plan consultant with an expertise in employer sponsored retirement plans. ▪️ Conducted employee training and one on one communications to educate clients on savings and investments.▪️ Held Series 7 and 63 licenses. -
TraderFidelity Investments Jun 1996 - Jun 1997Merrimack, Nh▪️ Traded stocks and mutual funds for retail customers.▪️ Provided customer service and support.▪️ Series 7 and 63 licensed. -
Protective Services WorkerSpringwell, Inc. Mar 1995 - Jun 1996Watertown, Ma▪️ Investigated reports of abuse, neglect, financial exploitation, and self-neglect of older adults.▪️ Responded to emergency and crisis situations, conducted assessment of capacity and functional abilities, as well as arrange for the delivery of services to alleviate substantiated allegations. -
Social WorkerCommonwealth Of Massachusetts, Department Of Children And Families (Dcf) Mar 1993 - Jun 1994Greenfield, Ma▪️ Provided ongoing case management to children and families to assess the needs of children and determine the best course of action for improving the child | family environment.
Tracy Simpson, Cfp®, Ccpc Skills
Tracy Simpson, Cfp®, Ccpc Education Details
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Psychology -
Financial Planning - Met College -
Co-Active Training InstituteCertified Professional Co-Active Coach
Frequently Asked Questions about Tracy Simpson, Cfp®, Ccpc
What company does Tracy Simpson, Cfp®, Ccpc work for?
Tracy Simpson, Cfp®, Ccpc works for Simpson Consulting Llc
What is Tracy Simpson, Cfp®, Ccpc's role at the current company?
Tracy Simpson, Cfp®, Ccpc's current role is Executive and Career Coach | Leadership Training | Human Resources Consultant.
What is Tracy Simpson, Cfp®, Ccpc's email address?
Tracy Simpson, Cfp®, Ccpc's email address is he****@****acy.com
What is Tracy Simpson, Cfp®, Ccpc's direct phone number?
Tracy Simpson, Cfp®, Ccpc's direct phone number is +161757*****
What schools did Tracy Simpson, Cfp®, Ccpc attend?
Tracy Simpson, Cfp®, Ccpc attended University Of Massachusetts Amherst, Boston University, Co-Active Training Institute.
What skills is Tracy Simpson, Cfp®, Ccpc known for?
Tracy Simpson, Cfp®, Ccpc has skills like Leadership, Customer Experience, Cobra, Employee Wellness Programs, Consulting, Retirement Savings, Employee Engagement, Human Resources, Investment Education, Mergers, Corporate Benefits, Incentive Programs.
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