Tracy E. Strickler
Office Manager at Mcshane Partners
Based in Charlotte, United States
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Seniority
Manager
Department
Operations
Location
Charlotte
Industry
Investment Management
Company size
8
Contact information
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t•••••••@mcshanepartners.com
Phone
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Background
About Tracy E. Strickler
As an Office Manager, I help the firm gain efficiency, improve organization, problem solve, provide business development support and arrange client events.I am using my data analysis skills from previous underwriting roles to move into a paraplanner role to assist Wealth Advisors to provide a detailed financial plan to clients.At McShane Partners, I implemented a vendor management procedure to save the firm over in 2023 by consolidating or cancelling services. I perform the firm’s bookkeeping.
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