Tracie Reithmann
Login to view DISC.Tracie Reithmann is an Operations Specialist with a background in client fulfillment within the wealth management industry. She is highly qualified, holding FINRA Series 7, 63, and 65 licenses, as well as Life and Health Insurance exams. Her expertise includes account establishment, documentation, and process efficiency.
Outside of her professional life, Tracie is deeply supportive of her family and community. In 2023, she organized a successful fundraiser for her brother-in-law, a first responder, after he was seriously injured, demonstrating a strong commitment to those she cares about.
Unique fact: She has a stated personal goal to continuously learn and grow within the financial industry.
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Tracie has no verified education history
DISC profile (public)
DISC behavioral profile
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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