Tracey Story
Head of Client Experience, San Francisco
Tracey has worked in the Financial Services industry for decades, serving in the stock brokerage industry since the year 2000. Prior to that she worked in the fields of accounting and banking. She has an inner drive to provide an outstanding level of client support and team effectiveness.
"I operationally support our clients the same way I would for one of my family members. Show others that you value them and they will see the value in you."