Tracy Tuttleman Goris Email & Phone Number

Experienced Licensed Advisor Assistant with more than 10 years in this role, I have developed an extensive and comprehensive understanding of wealth & insurance products, procedures and compliance regulations. As the main point-of-contact for all administrative tasks related to establishing, maintaining and servicing client accounts I demonstrate a high level of confidentiality and professionalism while fostering and strengthening client relationships.Key to contributing to the overall success of the firm is by managing the Financial Advisors' workflow. I coordinate calendars, schedule client reviews and prospect meetings. By anticipating the Financial Advisors' needs and identifying sales opportunities I ensure that they are prepared with the appropriate presentations and paperwork. Core Strengths: - Resourceful- Highly organized- Proactively solve problems- Multi-tasking- Self-manage

Listed skills include Microsoft Office, Analytical Skills, Critical Illness Insurance, Multi Task And Handle High Volume Workloads, and 6 others.