Tracey White

Executive Assistant

I joined the team in 2021 and bring over 35 years of knowledge and experience in the financial services industry through various client service and managerial roles. My years of experience in customer service enable me to understand and embrace the importance of quality and professionalism in the delivery of our services. 

I play an essential support role to the team and am responsible for overseeing daily client administrative needs, ensuring that each client receives the exceptional attention they deserve.  

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