Business Development Executive
Tracey has over 20 years Financial Services experience; her career started at AXA, where she met our Business Development Manager, Kevin Morrison. Tracey has since worked in a paraplanner role for a small directly authorised IFA, and large national IFA firm, during this time she has gained a number of industry qualifications.
Tracey joined IBOSS in March 2018 to work alongside Kevin. Her role within IBOSS is to enhance the current service being provided to key accounts, while helping to develop and promote the IBOSS proposition to new Financial Advisers looking to outsource their investment solutions.
Tracey’s spare time is generally spent ferrying her children to and from their activities, although she does try to fit in some socialising with friends and family every now and again.
Preferred Office Brew : A cup of good old fashioned ‘Yorkshire’ Tea
Favourite weekend Drink: Partial to a dry white, or a refreshing summer Gin
Email Address: firstname.lastname@example.org
Mobile Number: 07719 327524