Tracey Morgan

Energizer
DISC Type : I

Assistant Vice President, Legal Counsel at Aetna, a CVS Health Company

West Hartford, Connecticut, United States

Overview

Tracey Morgan is the Assistant Vice President, Legal Counsel at Aetna, with over 15 years of experience in the health insurance industry. She specializes in strategic legal guidance, regulatory compliance, and risk mitigation for self-insured health plans. Tracey earned her J. D. from New England Law | Boston.

In a previous role, she assisted with preparing annual proxy statements and advised on corporate governance issues.

Personality Overview

Big Picture Person

Imaginative

Informal

They are not always early adopters but can be pursuaded by leveraging strong relationships.  They are really good at seeing what the long-term impacts of their decisions could be. They are always positive and upbeat, so take their promises with a pinch of salt.

Topics They Care About

Healthcare Regulation
Her career is focused on ensuring compliance with complex regulations governing health plans, including ERISA, ACA, and HIPAA.
Complex Contract Negotiation
She is responsible for leading and negotiating high-value contracts with clients, ensuring terms are legally sound and support business goals.
Corporate Governance
Previously provided support on board-related matters and assisted in the preparation of annual proxy statements.

Media Appearances

Tracey has no verified media appearances

Work History

1-2024
Assistant Vice President, Legal Counsel at Aetna, a CVS Health Company
10-2018 - 1-2024
Managing Senior Counsel at Aetna, a CVS Health Company
2-2009 - 10-2018
Counsel at Aetna, a CVS Health Company
4-2007 - 1-2009
Counsel, Assistant Corporate Secretary at Phoenix Life Insurance Company
12-2004 - 5-2006
Assistant General Counsel at Advest, Inc.

Education

1996 - 1999
J.D. from New England Law | Boston

More Information

Social Presence :

Prographics :

Exp : 25 Location : West Hartford, Connecticut, United States Job Level : Senior Designation : Assistant Vice President, Legal Counsel at Aetna, a CVS Health Company
URL has been copied!

Insights For Selling To Tracey

During A Call Or A Meeting

DO's

  • Speak enthusiastically with energy, maintain a clear and confident tone
  • Share some stories about how you you have helped people in similar positions succeed
  • Talk anecdotally about the customer experience that your product offers

DONT's

  • Avoid overloading them with too much detail
  • Don’t push them to make a decision too fast, let them get comfortable first
  • Avoid ifs and buts, don’t talk too much about the risks etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Tracey is

  • Relationship and rapport can play an important role, sometimes more than the other factors.
  • Will you ever get a clear answer from Tracey

  • They will probably never say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Tracey move?

  • They are not the quickest decision makers, their friendly attitude could be misleading.
  • Can Tracey take some risk or not?

  • They may take certain risks that they deem unlikely of personal repercussions.

You And Tracey

Personality Compatibility


Other Aetna, a CVS Health Company Employees

Explore more public profiles from related professionals at the same organization.

More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.