Verified recordFinancial Services

Tracy Yard

Client Services Manager at Haukedahl Financial Services, Llc

Based in Minneapolis, United States

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Seniority

Manager

Department

Customer/Client Service

Location

Minneapolis

Industry

Financial Services

Company size

4

Contact information

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Email

1 credit

t•••••••@haukedahlfinancial.com

Phone

5 credits

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Background

About Tracy Yard

I obtained my Bachelor of Science degree from Minnesota State University, Mankato in December of 2007, majoring in interior design. With multiple years experience working in the business of retail I pursued a job with a high end fine home furnishings boutique called Que Sera located in Edina, MN. Working for this family owned company allowed me to refine my skills in design, sales, merchandising, and management. From there I took the lead position as an assistant manager to the store Origins, located in Minnetonka, MN where I sold natural skincare products and cosmetics to health and beauty conscious consumers. Heading back towards design I redirected my career to furniture sales with a great position with locally owned, family business Schneiderman's Furniture. Perfecting my abilities to help others, drive for success and customer satisfaction I am currently employed with a fantastic private financial adviser, Mark Haukedahl for Haukedahl Financial Services.Specialties: Administrator: oversee large client base, preparation of client applications, reports, statements, billing, meetings, phones, mailings, etc.Interior Design Services to include: space planning, material selections, drafting, ordering and shipments.Retail Management: Sales lead, training, purchasing, merchandising, customer service, operational duties, etc.

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