Tracey Windsor

Doer
DISC Type : ds

Chief Executive Officer at Windsor Edge

New York City Metropolitan Area, United States

Overview

As CEO of Windsor Edge, Tracey Windsor crafts marketing strategies for fintech companies, leveraging her expertise in finance, investment analysis, and business development. Colleagues describe her as strategic, proactive, and creative. She holds a Masters degree from The New School.

Outside of fintech, Tracey has a background in health and wellness, having worked as a personal trainer and choreographer. She has also held leadership roles at non-profits focused on animal welfare, reflecting a deep commitment to philanthropy and community causes.

Unique fact: Tracey is a former fitness competitor, winning 2nd place in an NPC competition in 2015.

Personality Overview

Long-term Focused

Strategic Planner

Fast-paced

They might take some time to make their mind up but once they do, they don't change it easily.  They are very professional in their approach and can weigh multiple perspectives together. They exhibit a rare combination of being result-oriented but patient at the same time.

Topics They Care About

AI in Fintech
Discusses how AI is reshaping finance, from democratizing angel investing and transforming hiring to powering third-generation quantitative hedge fund strategies.
Fintech Marketing
Her company's core focus is helping fintechs cut through market noise. She actively analyzes marketing strategies and event experiences, such as those at Money20/20.
Supporting Startups
Shows a passion for expanding access to funding beyond traditional VC paths and advocates for platforms that lower the barrier for angel investing.

Media Appearances

Tracey has no verified media appearances

Work History

2-2025
Chief Executive Officer at Windsor Edge
6-2022 - 1-2025
Investment Analyst at TAHG
9-2023 - 6-2024
Business Strategy Consultant at Supernatural, DBA CHLOE
7-2018 - 8-2020
Director of Development at Tamerlaine Sanctuary & Preserve
1-2017 - 5-2018
Development Manager at Animal Equality

Education

Master's degree from The New School
Master's degree from Valparaiso University

More Information

Social Presence :

Prographics :

Exp : 6 Location : New York City Metropolitan Area, United States Job Level : Leadership Designation : Chief Executive Officer at Windsor Edge
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Insights For Selling To Tracey

During A Call Or A Meeting

DO's

  • Focus on the results that your product produces, expect some strategic questions in return
  • Let them know of potential risks but suggest mitigation methods alongside
  • During followups, use phone or text if needed, they should be fine

DONT's

  • Don't get into pricing discussions early on, steer conversation towards proven results
  • Don't go over them unless you are left with no other option
  • Don't focus too much on mutual contacts or bother about other stakeholders, focus on them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Tracey is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Tracey

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Tracey move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Tracey take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Tracey

Personality Compatibility


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