Deep Enrich
Rodney Tracer, MBA
Financial Professional
1000 followers
Southlake, Texas, United States
Connect with Rodney Tracer, MBA to Send Message
Connect
Connect with Rodney Tracer, MBA to Send Message
ConnectTimeline
About me
Partner at Victory Financial Group
Education
Stephen F. Austin State University
1997 - 2001Bachelor of Business Administration (BBA) Management and Finance
The Wharton School
-Retirement Planning SpecialistThe Wharton School
-Finance and Financial Management Services
University of Phoenix
2002 - 2004Master of Business Administration (MBA)
Experience
Equitable Advisors
Jun 2010 - Aug 2023Financial Professional
Paradigm Wealth Management
Sept 2017 - Aug 2023Managing Partner
Victory Financial
Aug 2023 - nowPartner
Licenses & Certifications
Series 24
FINRA
Texas General Lines: Agent Life, Accident, Health and HMO
Texas Department of Insurance
AXA at Retirement, Wharton Program
Wharton Executive EducationSeries 7
FINRASeries 66
FINRA
Honors & Awards
- Awarded to Rodney Tracer, MBAFive Star Wealth Manager - Jan 2016 2015, 2016, 2017 Five Star Wealth Manager
- Awarded to Rodney Tracer, MBANational Leaders Forum AXA 2011, 2012
- Awarded to Rodney Tracer, MBARetirement Benefits Specialist Equitable Advisors
Volunteer Experience
Board Treasurer
Issued by Rotary Club of Trophy Club on Mar 2019
Associated with Rodney Tracer, MBA
Recommendations
Alexander schultz
Project ManagerGreater Kiel Area
Abhishek vig
Head of FP&A Sales at RHI MagnesitaWest Delhi, Delhi, India
Jaeseo jeong
Marketing Manager / Account ExecutiveVancouver, British Columbia, Canada
Pablo macho bruned
Product Designer UX/UI | Integrating strategy, UX/UI, and Cross-Functional collaboration to deliver ...Greater Madrid Metropolitan Area
Vaibhav mathur
Process Developer at Genpact India Pvt LtdNoida, Uttar Pradesh, India
Molly roxanne smith
Head of Marketing, EMEA at CodalManchester, England, United Kingdom
Anand ingole
Senior Software Developer at IBMBengaluru, Karnataka, India
Makene magoti
Senior Manager Fixed Income TradingTanzania
Joseph smith, pmp
Project and Prog Mgmt Consultant at NTT DATA ServicesBaltimore, Maryland, United States
Dr. henry dent
Doctor of Traditional Chinese MedicineCanada
Gopal mandal
Cyber Security Team Lead & Information Security Management SystemGhaziabad, Uttar Pradesh, India
Federico posada
Management, Analytics, Strategy Optimization & Digital MarketingCharlotte, North Carolina, United States
Cheryl williams
Experienced Technology ProfessionalOmaha, Nebraska, United States
Hans nowack
Manager, Client Performance at ModernizeAustin, Texas, United States
Zerina ibrišimović
Operations Manager at Enova Consultants and EngineersSarajevo, Federation of Bosnia and Herzegovina, Bosnia and Herzegovina
Courtney mulvey, mba
Director of Admissions, Operations | UNH Graduate SchoolRye, New Hampshire, United States
Bart weisenfluh, cfp®
Founder & CEO of Starboard AdvisorsPortland, Maine Metropolitan Area
Ryan boera
Diplomatic Technology Officer at U.S. Department of StateArlington, Virginia, United States
Ghazanfar khan
Oracle Fusion Functional Consultant | SCM | Procurement | Manufacturing | Maintenance | Project Mana...Karachi Division, Sindh, Pakistan
Jenifer gianotti, cpm
Vice President, Tenant Administration at CenterCal PropertiesHuntington Beach, California, United States
...