Meghan Tracy, CFA

Experience

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  Adventureland of Long Island

  May 2010 - Apr 2011

  Games Operator

  • Handled money and operated all games throughout the amusement park

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  Long Island Laser Bounce

  Apr 2011 - Mar 2012

  Employee

  • Acted as a party host, greeter, redemption staff, and children supervisor in several play areas

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  Outback Steakhouse

  Mar 2012 - Aug 2012

  Host

  • Effectively communicated with all areas of restaurant staff as a host to seat customers, keep the restaurant running smoothly, and ensure customer satisfaction

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  Binghamton University

  Aug 2012 - May 2013

  • Create a sense of unity and pride among the class of 2016 through social events, as well as fundraising events including apparel sales amounting to $1000 towards the university senior gift• Delegate responsibilities to other council members in the public relations sub-committee to spread the word for all events• Promote all programs through advertising tactics such as posters, social media, and the university’s B-Line system • Participated in weekly meetings and “Leadership in Action” workshops, emphasizing the importance of leaders in the community• Worked with a group of 12 freshman students to design and distribute a pamphlet with information about discounts and deals in order to promote supporting local businesses

  • Freshman Class Council Public Relations Vice President

    Sept 2012 - May 2013

  • Emerging Leaders Program

    Aug 2012 - Dec 2012
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  The Communikey

  Jan 2013 - Dec 2013

  Business Outreach Intern

  • Worked directly with the business owners of CommuniKey, a start-up company, to help facilitate membership sales growth and notoriety on the Binghamton University campus• Responsible for ensuring the success of participating businesses on the CommuniKey program through consistent outreach and collaboration with business owners/managers to create customized marketing solutions • Market local businesses to the student body through a combination of social media, on-campus promotion, event hosting, and student group partnerships in effort to increase sales and exposure Show less

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  University Directories

  May 2013 - Aug 2013

  Sales Team Leader

  • Attended "Sales Foundation Academy," a week long intensive training program at UNC Chapel Hill with 600 other sales representatives from across the country which taught the important aspects of selling and advertising• Designed and sold advertisements for Hofstra University's daily planner as well as the around campus website and mobile application amounting to $8,200 in individual sales from local business owners• Collaborated with hundreds of business owners/marketing directors to help them develop effective advertisements to gain exposure on the Hofstra University campus Show less

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  Alpha Kappa Psi - Omega Zeta Chapter

  May 2014 - May 2015

  Vice President of Communications
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  UBS

  Jun 2014 - Aug 2014

  Wealth Management Intern

  • Analyzed and updated client portfolios in order to ensure assets were accurately allocated and clients expectations were properly met in a timely manner• Researched and organized information on UBS-MDM Group preferred funds by creating a database that enabled a more streamlined approach to gathering necessary information for client portfolio management• Created a master list of professionals for the purpose of organizing a seminar for local CPA’s to gain CPE credits and partner with UBS through the AdviceLink program Show less

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  Morgan Stanley

  Jun 2015 - Aug 2015

  Operations Summer Analyst

  Wealth Management-Corporate Actions

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  Binghamton University

  Feb 2016 - May 2016

  Tutor
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  Morgan Stanley

  Jul 2016 - Sept 2017

  Operations Analyst

  • Managed secured funding transactions, as well as the fixed income/equity products pledged to our counterparties, to finance the firms long assets and raise cash or liquidity • Monitored a trade’s lifecycle from start to finish by ensuring trades are accurately captured, matched, and clients are paid in a timely fashion• Guided clients through the tri-party repo matching process with the use of Bank of New York’s Access Edge platform to provide a smooth and seamless experience with the Firm Show less

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  Global Atlantic Financial Group

  Sept 2017 - Dec 2019

  Investment Operations Analyst
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  Wellington Management

  Jan 2020 - now

  • Lead Equity Portfolio Analyst

    Jan 2024 - now

  • Assistant Vice President, Senior Equity Portfolio Analyst

    Nov 2022 - Dec 2023

  • Equity Portfolio Analyst

    Jan 2020 - Nov 2022