Tracy Lee Email & Phone Number

Nashville, Tn, Us

Nashville Metropolitan Area

Major Responsibilities;Conduct rigorous financial oversight, including budgeting and expenditure analysis, to support sustained business growth and financial health while forecasting future business needs with precision, maintaining fiscal responsibility.Direct a consultative agency, streamlining end-of-life financial affairs for clients to alleviate the burden during times of grief as well as tailor customized service offerings to meet unique client needs and expand estate planning services.Key Deliverables;• Reduced account closure times by nearly one-third by streamlining agency operations; enhanced operational efficiency by cutting average time to close decedent's financial accounts by 30% and introducing process improvements.• Recognized member of the Swartz Center for Entrepreneurship and Project Olympus at Carnegie Mellon University.• Won additional estate planning work and built customized products to identify, outline, retrieve, and close decedent's accounts.• Developed and offered bespoke products, leading to additional estate planning engagements.• Achieved a 50% client increase in the agency's inaugural year by developing and executing strategic marketing plans.

New York, United States

Served to C-Suite roles to lead initiatives in launching the company’s rebranding campaign, developing strategic client and business growth plans, and increasing revenue. Subject matter expert creating policies for federal and state requirements and regulations, and privacy and compliance. Product manager. Lead generation executive. Go-to liaison for individuals and managed relationships across all levels of the organization.

Greater New York City Area

Created transformative programming and compliance risk framework during transitional phrases within the retail banking branch footprint. Developed mitigating risk frameworks and client-focused aggregates, gathering measurable data to support client needs.

Mclean, Va

Promoted by SVP exemplifying proven subject matter expertise in risk, banking, and project management organizational-wide. Developed first-time automation, complete user guide, including reporting processes, workflows, and deliverables across the Representations & Warranties cycle to improve processes and increase productivity and efficiency. Cross-collaborated with leadership to build team morale and dynamics.

Mclean, Va

Subject matter expert in establishing standardized processes and reporting tools, resulting in increased governance efficacy and risk mitigation. Managed the end-to-end credit risk management processes to drive strategic planning and execution.

Greater Pittsburgh Area

Concentrations: Economics, Finance, Information Systems, Marketing, Quantitative Analysis, StrategyHonors: Teaching Assistant – Mining Data for Decision Making

Charlotte, North Carolina Area

Strategized and re-engineered a primary disaster recovery strategy. Analyzed and expanded prediction market membership, designed market questions and formulated process to drive application adoption.

Greater New York City Area

Top revenue producer in 2009. Spearheaded cross-functional teams for retail boutiques nationwide. Developed and presented inventory and financial analysis for internal and external auditors.

Greater New York City Area

Orchestrated end-to-end logistics with vendors, regulatory agencies, and foreign governments.

Mba, Production And Operations Management, Finance, Quantitative Analysis

Activities and Societies: Operations Management Club, Tepper Women in Business, V.P. Tepper Jewish Business Association

Diploma, Mortuary Science

Activities and Societies: Mu Sigma Alpha Honors’ Society, Faculty Award for Excellence

Bs, Criminal Justice

Activities and Societies: Alpha Phi Sigma Honors’ Society, Looseleaf Law Publications Award for Excellence