Tracy Goff in

Tracy Goff

Enthusiast · DISC type i
Client Relationship Manager at Private Label Wealth Management
📍 Tallahassee, Florida, United States

Tracy is a client-focused representative with over 15 years of sales and relationship management experience. Her background includes providing due diligence research on alternative investments to a range of clients, from large pension plans to smaller advisory firms. She holds a Bachelor of Arts from Florida State University.

An educator at heart, Tracy has a passion for teaching and communication. She previously worked as an ESL instructor for students from all over the world, designing custom curricula and building rapport with people from a wide range of cultural backgrounds.

Before her career in finance, she taught English to both children and adults from around the globe.

Read the full overview →
Experience
21 Years
Current Role
Client Relationship Manager
Job Level
Middle
Location
Tallahassee, Florida, United States
Personality Overview

How Tracy shows up

Optimistic
Amiable & Agreeable
Story Driven

They are generally friendly, so be careful when relying on their word. Unlike D or C types, they are convinced more by stories and testimonials. They prefer to build relationships rather than staying totally transactional.

Priorities

Topics Tracy cares about

Client Relationships
Her entire career is focused on providing excellent customer service, managing client relations, and ensuring customer success through strong communication skills.
Alternative Investments
Previously worked at Albourne, where she helped clients from large pension plans to small advisory firms conduct due diligence on alternative investments.
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Career

Work history

12-2024
Client Relationship Manager
Private Label Wealth Management
12-2021 - 5-2024
Client Account Manager
Albourne
3-2016 - 4-2020
ESL Instructor
Kaplan International English
11-2015 - 3-2016
ESL Tutor
WyzAnt
5-2015 - 11-2015
Executive Coordinator
Robert Half International, San Francisco / Dignity Health Corporate
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
1990 - 1993
Bachelor of Arts (B.A.)
Florida State University
1984 - 1988
Education details unavailable
Godby High
Social presence
in
Behavioral profile

DISC profile (public)

i

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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