Tracy Baughman, Mbol, Mba, Aif®, Cima® Atfa Email & Phone Number

Toledo, Oh, Us

Fremont

To enhance the Eastern Michigan University Department of Accounting and Finance by providing a level of strategic leadership, advocacy, and philanthropic support that makes the Department’s mission and vision achievable.Membership Committee: Works with the Department Head of the Department of Accounting and Finance to insure that the Advisory Board membership maintains appropriate size and representation. The Committee proposes criteria for membership to the Department of Accounting and… Show more To enhance the Eastern Michigan University Department of Accounting and Finance by providing a level of strategic leadership, advocacy, and philanthropic support that makes the Department’s mission and vision achievable.Membership Committee: Works with the Department Head of the Department of Accounting and Finance to insure that the Advisory Board membership maintains appropriate size and representation. The Committee proposes criteria for membership to the Department of Accounting and Finance Advisory Board and recommends new members for board approval. Corporate and Alumni Relations: Focuses on building the Department of Accounting and Finance corporate and alumni network. The goal is to enhance educational delivery and fundraising by solidifying ties with corporations and alumni. Show less

Monroe, Mi

Monroe Bank & Trust - Wealth Management DivisionPortfolio Manager and Vice President, 9/11 to 2/14 A state chartered commercial bank’s fiduciary investment services department. The department focuses on high net-worth individuals and foundations. Ancillary functions include estate planning and employee benefit accounts including 401k, Balance forward, and defined contribution accounts. Portfolio Manager assigned to administer $130+ million of assets in a fiduciary… Show more Monroe Bank & Trust - Wealth Management DivisionPortfolio Manager and Vice President, 9/11 to 2/14 A state chartered commercial bank’s fiduciary investment services department. The department focuses on high net-worth individuals and foundations. Ancillary functions include estate planning and employee benefit accounts including 401k, Balance forward, and defined contribution accounts. Portfolio Manager assigned to administer $130+ million of assets in a fiduciary capacity of the department’s $620+ million AUM. Primary responsibilities include the day-to-day management of accounts including cash management and portfolio mix and allocations based on clients’ objectives. Additional duties include client meetings and sales presentations for both current and prospective clients, coaching and supervision of junior investment team members, executing equity, mutual fund and bond trades, evaluating holdings level data, monitor and manage the firms approved securities list, drafting policies and procedures, assist with compliance, create custom queries to extract data from the trust accounting system. Member of the Trust Review Committee for Regulation 9 compliance. Show less

Defiance, Oh

Senior Vice President, 5/11 to 09/11 Investment Services Manager, 10/08 to 09/11Vice President, 10/08 to 5/11 Senior Investment Administrator, 12/03 to 10/08 Assistant Vice President, 3/02 to 10/08 Investment Administrator, 2/02 to 12/03Investment Coordinator, 10/98 to 2/02Investment Committee Chair and Department Supervisor responsible for $330+ million of assets. Duties include the management of portfolios while providing financial recommendations… Show more Senior Vice President, 5/11 to 09/11 Investment Services Manager, 10/08 to 09/11Vice President, 10/08 to 5/11 Senior Investment Administrator, 12/03 to 10/08 Assistant Vice President, 3/02 to 10/08 Investment Administrator, 2/02 to 12/03Investment Coordinator, 10/98 to 2/02Investment Committee Chair and Department Supervisor responsible for $330+ million of assets. Duties include the management of portfolios while providing financial recommendations based on economic conditions and client-specific goals. Conduct client meetings with account officers providing detailed information regarding the performance of client portfolios. Project financial returns of accounts using a variety of scenarios. Perform correlation studies to remove volatility among securities within a portfolio. Ascertain and research new investment options to enhance income and portfolio returns. Conduct statistical analysis, performance calculations and due diligence of current and potential investments. Research, analyze and make recommendations regarding portfolios and manage all investment trading. Lead sales presentations with prospective clients and expand relationships with current clients. Supervise the analysis and voting of proxies. Collaborate with clients to draft an appropriate investment policy statement. Manage junior investment staff including their education and training. Show less

Business Department - Adjunct Instructor of Economics and FinanceClassroom instruction of finance and economic fields of study.

Bachelor Of Business Administration (Bba), Finance

Master Of Business And Organizational Leadership (Mbol)

Master Of Business Administration (Mba)