Tracie Reithmann
Energizer · DISC type ITracie 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.
Read the full overview →How Tracie shows up
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. Unlike C or D types, they are vocal with their opinions but not so much with their questions.
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DISC profile (public)
Influence (I)
Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.
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