Tracey Triplett
Edward Jines
Eureka,MO
1
Certification
31
years of professional experience
Thorough team contributor with strong organizational capabilities. Experienced in handling numerous projects at once while ensuring accuracy. Effective at prioritizing tasks and meeting deadlines.
Work History
Trader
27 Years 4 Months- Worked with other areas of the firm to enhance communication and improve customer experience.
- Maintained educational requirements on a yearly basis.
- Tasked with managing volunteer efforts for the trading floor within our community.
- Executed trades across various asset classes, ensuring compliance with regulatory standards and company policies.
- Collaborated with cross-functional teams to enhance trading systems and improve operational efficiency.
Annuity Customer Service Representative
1 Year 3 Months- Answered phone calls and assisted with questions regarding their policy.
- Collaborated with cross-functional teams to streamline service delivery and improve client satisfaction.
- Resolved complex customer issues through effective communication and problem-solving strategies.
Education
Master of Science - Journalism And Mass Communication
Bachelor of Arts - Sociology
Skills
Excel
Microsoft
Fixed income trading
Computer skills
Customer service
Teamwork and collaboration
Problem-solving
Multitasking
Verbal and written communication
Certification
Series 7
Series 55 (57)
Timeline
Trader
Edward Jines
10.1998 - 02.2026Read More
Annuity Customer Service Representative
SunAmerica
10.1994 - 01.1996Read More
Drake University
Master of Science from Journalism And Mass Communication
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Cornell College
Bachelor of Arts from Sociology
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