Responsible for the efficiency of the Home Path businesses, Tracie uses her talent for systems, analysis, and passion for perfection in overseeing the Operations Team. Prior to spending several years in corporate finance, she was promoted to her first managerial role at the age of 19. This led her to the finance industry where she spent time in both back office positions such as Auditor & Portfolio Analyst; as well as front line positions of Banking Officer, Registered Investment Advisor, Vice President of Investments, and more.
She graduated Summa Cum Laude with a Bachelor’s degree in Psychology and obtained several of the FINRA securities licenses over the years.
Spending 15+ years in banking and finance operations for larger Fortune 500 companies, as well as small and growing investment companies, has given Tracie the perfect blend of experience to create systems and strategies to support Home Path’s bottom line, which she has been doing since 2006. Tracie’s professional details can be found here on LinkedIn and she welcomes the connection there as well.
In her downtime, she is usually found enjoying time with her two dogs, RV traveling to visit her two sons in college, reading, hiking, kayaking, skiing, & fitness.