Tracy Sumstad

Tracy Sumstad Email and Phone Number

Director & Senior Financial Consultant at Oaktree Financial Services Limited QFA, RPA, SIA @ Oaktree Financial Services Limited
fermoy, cork, ireland
Tracy Sumstad's Location
Ireland, Ireland
Tracy Sumstad's Contact Details

Tracy Sumstad work email

Tracy Sumstad personal email

n/a
About Tracy Sumstad

I have spent the last 20 years empowering companies and individuals to make well-reasoned decisions that will help them protect, safeguard, and enhance their wealth and success. Everyone has their own unique notion of what is important to them and what their goals are. I provide tailored guidance, advice, and information to help them reach those goals.In doing so, I am dedicated to maintaining the following principles:• Honesty – I maintain the highest standard of integrity and professionalism and ensure my clients’ needs are placed first. I believe in building a long-term relationship – and not merely a series of commission-generating transactions.• Transparency – I ensure my clients understand how I am compensated for my advice or services. It is important to understand the impact of fees and charges with any product so you can make informed decision to best meet your needs and future plans. • Commitment – I am committed to providing my clients with excellent service. I believe in strong client service and therefore always take the time to meticulously explain all recommendations, allowing my clients to fully understand all products and investments. Qualifications – I believe that qualifications set a benchmark for professionalism. Holding myself to high standards, I have attained the following qualifications:1. Qualified Financial Adviser (QFA), licensed through the Life Insurance Association and with the.

Tracy Sumstad's Current Company Details
Oaktree Financial Services Limited

Oaktree Financial Services Limited

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Director & Senior Financial Consultant at Oaktree Financial Services Limited QFA, RPA, SIA
fermoy, cork, ireland
Employees:
11
Tracy Sumstad Work Experience Details
  • Oaktree Financial Services Limited
    Senior Financial Consultant
    Oaktree Financial Services Limited Jan 2019 - Present
    Fermoy, Cork
  • Credence International Brokerage
    Senior Corporate Financial Consultant
    Credence International Brokerage Oct 2016 - Dec 2018
    Arenco Tower, Media City, Dubai
    Credence is a Wealth Management and advisory firm established to create unique Private Client and Corporate Services propositions. In a world where lifestyles, economies and technology are constantly evolving we were established to give our clients enhanced solutions in simplified form.Our Corporate Offering includes a range of bespoke services designed to differentiate businesses from their competitors by providing market leading employee benefits packages. These include but are not limited to :- Gratuity Liability Management- Group Savings Schemes- Group Medical Cover- Dedicated IFA for your Employees- Profit Protection- Capital Management- Private Equity
  • Emerald Foods
    Director And Financial Executive
    Emerald Foods Jan 1997 - Dec 2016
    Ireland
    Connecting buyers and sellers within the Seafood Industry through building exceptional, long term, working relationships. Being commercially aware of the business complexities in order to provide advice, guidance and solutions to promote successful trade transactions. Focus and attention is prioritized to identify competitive suppliers, negotiate pricing and sell product direct to a European Market.
  • Holborn Assets Llc
    Senior Executive Financial Consultant
    Holborn Assets Llc Sep 2011 - Sep 2016
    Dubai
    We never know what is around the corner, so securing your financial future is of vital importance. Nowhere is this truer than for expatriates living and working in the Middle East, with a plethora of unique benefits and challenges. In my role at Holborn Assets (a pre-eminent global Wealth Management and Independent Financial Advisory firm) I approached every client relationship with this in mind, and used my own experiences to help effectively plan for their future. I have a personal passion to help empower female financial planning and encourage every woman to be financially independent and secure. Working within a highly dedicated and professional team, I have constantly endeavoured to place my clients in a stronger, more secure financial position than when we first met. To that end, I offer specialised services in:• Asset Management• Financial Modelling and Planning• Insurance• Pensions • Estate Planning.
  • Acorn Life
    Financial Advisor
    Acorn Life Jul 2009 - Aug 2011
    Wexford / Waterford
    During my time in Acorn Life, I operated my business with the highest levels of integrity and professionalism, always putting the needs of my clients first. I was the Top Female Producer in 2010, received a Distinguished Sales Award and proudly positioned myself amongst the Elite Top 5 Advisors. I qualified for the Million Dollar Round Table (MDRT) annual meeting in Atlanta, where I further advanced my knowledge and experience. I have since enjoyed each opportunity to put these skills to good work with every client that I have had the pleasure to meet.

Tracy Sumstad Skills

Strategic Financial Planning Wealth Management Investments Retirement Planning Portfolio Management Finance Financial Planning Financial Advisory Pensions Wealth Sales Investment Advisory Financial Services Strategic Planning Savings Retirement Asset Management Business Planning Financial Planners Risk Management Banking Tax Female Financial Planning

Tracy Sumstad Education Details

Frequently Asked Questions about Tracy Sumstad

What company does Tracy Sumstad work for?

Tracy Sumstad works for Oaktree Financial Services Limited

What is Tracy Sumstad's role at the current company?

Tracy Sumstad's current role is Director & Senior Financial Consultant at Oaktree Financial Services Limited QFA, RPA, SIA.

What is Tracy Sumstad's email address?

Tracy Sumstad's email address is tr****@****oods.ie

What schools did Tracy Sumstad attend?

Tracy Sumstad attended University College Dublin, Chartered Institute For Securities And Investment, Fecma (Federation Of European Credit Management Associations), Whitehall College, University College Dublin.

What skills is Tracy Sumstad known for?

Tracy Sumstad has skills like Strategic Financial Planning, Wealth Management, Investments, Retirement Planning, Portfolio Management, Finance, Financial Planning, Financial Advisory, Pensions, Wealth, Sales, Investment Advisory.

Who are Tracy Sumstad's colleagues?

Tracy Sumstad's colleagues are Adrian Godwin Fcca Qfa Rpa Cip Dip Iod Faibf, Denis Ahern, David Allen, Norma Godwin, David Allen, Darren Foran, Alexis Hardy.

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