Tracy Lesperance
Data Analyst at Keesler Federal Credit Union
Based in New Orleans, United States
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Seniority
Staff
Department
Information Technology
Location
New Orleans
Industry
Financial Services
Company size
649
Contact information
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t•••••••@kfcu.org
Phone
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Background
About Tracy Lesperance
Finance professional with 3+ years of experience supporting investment advisors and managing operations in a boutique wealth management firm. Proven track record of enhancing financial reporting, streamlining billing systems, and contributing increase in AUM through data-driven investment strategy support. Skilled in portfolio analytics, CRM management, and regulatory documentation, with advanced proficiency in tools like YCharts, Orion, and Excel. Known for driving operational efficiency and delivering high-quality client service across 150+ households. Currently pursuing CFA certification to deepen investment expertise and contribute to strategic financial planning initiatives.
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