Tracy Simpson, Cfp®, Ccpc Email & Phone Number

Greater Boston Area

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)… 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

Remote

▪️ 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

Greater Boston Area

Cambridge, 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

Wellesley, 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.

Merrimack, Nh

▪️ Traded stocks and mutual funds for retail customers.▪️ Provided customer service and support.▪️ Series 7 and 63 licensed.

Watertown, 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.

Greenfield, 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.

Ba, Psychology

Cfp, Financial Planning - Met College

Certified Professional Co-Active Coach