Chris Tracey

Collaborator
DISC Type : si

Director Of Compliance at Venture Visionary Partners

Toledo, Ohio Metropolitan Area, United States

Overview

Chris Tracey is the Director of Compliance at Venture Visionary Partners, with deep expertise in operations, strategy, and business development. He was instrumental in growing a previous investment advisory firms assets from $800M to over $2. 5B. Colleagues describe him as detail-oriented, professional, and a great communicator. He holds a B. S. B. A from Miami University.

Outside of his professional role, Chris is passionate about community service and philanthropy in the Toledo area. He has actively promoted charitable planned giving and supported local organizations like ProMedica Foundations and Maumee Valley Habitat for Humanity to improve community health and wellness.

Unique fact: He played a key role in helping an investment firm more than triple its assets under management to over $2. 5 billion.

Personality Overview

Good Listener

Appreciative

Example Driven

Unlike D or C types, they are calm as well as friendly and can give the impression of being more receptive than they actually are.  They are more likely to go for proven solutions. Win-win scenarios can appeal strongly to them.

Topics They Care About

Compliance as Strength
Focuses on building a robust compliance culture that acts as a business advantage, a philosophy he successfully implemented in previous leadership roles.
Wealth Management Growth
Has direct experience scaling an investment advisory firm, contributing to its growth from $800M to over $2. 5B in assets under management.
Charitable Planned Giving
Through his foundation work, he has organized events and promoted legacy giving opportunities to support community health and wellness initiatives in the Toledo area.

Media Appearances

Chris has no verified media appearances

Work History

12-2021
Director Of Compliance at Venture Visionary Partners
8-2020 - 10-2021
Executive Director, ProMedica Foundations at ProMedica
1-2020 - 6-2020
Director, Business Operations and Compliance at TDC Investment Advisory
8-2016 - 1-2020
Chief Compliance Officer at TDC Investment Advisory
11-2011 - 6-2020
Compliance Consultant at TFO Phoenix, Inc.

Education

2001 - 2005
B.S.B.A. from Miami University
2003 - 2003
Education details unavailable from Miami University Dolibois European Center

More Information

Social Presence :

Prographics :

Exp : 19 Location : Toledo, Ohio Metropolitan Area, United States Job Level : Mid-senior Designation : Director Of Compliance at Venture Visionary Partners
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Insights For Selling To Chris

During A Call Or A Meeting

DO's

  • When asking them questions, sound relatable and informal
  • Show genuine interest in solving their problems
  • If possible, involve their colleagues in the sales process

DONT's

  • Don’t ask too many questions that sound too dry and objective
  • Don’t give the impression of being unproven or risky
  • Avoid unnecessary confrontation if it arises incidentally

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Chris is

  • Relationships can sway their decisions, followed by the low risk and the presence of good evidence.
  • Will you ever get a clear answer from Chris

  • They are diplomatic when needed and rarely say no directly.

Insights For Deal Planning

    How fast (or slow) will Chris move?

  • Even if they are engaged and friendly, they can take their time to make decisions.
  • Can Chris take some risk or not?

  • They probably won’t put a lot at risk.

You And Chris

Personality Compatibility


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