Tracy Nisbett

Energizer
DISC Type : I

VP Operational & Regulatory Risk Management Officer at Univest

Greater Philadelphia, United States

Overview

Tracy Nisbett is a VP of Operational & Regulatory Risk Management at Univest, leveraging extensive experience from roles at RSM US LLP and as a Financial Examiner for Floridas Office of Financial Regulation. Her career shows a consistent progression in risk advisory and compliance, underpinned by her Bachelors in Accounting from Florida International University.

Her career began as a state financial examiner, giving her a foundational, firsthand perspective on regulatory enforcement before she moved into the private sector.

Personality Overview

Full Of Energy

Enthusiastic

Relationship Oriented

Unlike C or D types, they are vocal with their opinions but not so much with their questions.  They are people oriented, friendly and like creating new connections. They excel at seeing the bigger picture, and the long-term impact of their decisions.

Topics They Care About

Regulatory Compliance
Her entire career, from state examiner to her current VP title, is focused on operational and regulatory risk management in the financial industry.
Risk Advisory
She spent over six years in Risk Advisory Services (RAS) at RSM US LLP, progressing from an associate to a supervisor.
BSA & AML
Previously served as an AVP Senior BSA (Bank Secrecy Act) Analyst at Univest, indicating deep knowledge of anti-money laundering regulations.

Media Appearances

Tracy has no verified media appearances

Work History

4-2022
VP Operational & Regulatory Risk Management Officer at Univest
12-2017 - 3-2022
AVP Senior BSA Analyst at Univest
10-2015 - 12-2017
RAS Supervisor at RSM US LLP
10-2013 - 10-2015
RAS Senior Associate at RSM US LLP
9-2011 - 10-2013
RAS Associate at RSM US LLP

Education

2004 - 2008
Bachelor Degree of Science from Florida International University

More Information

Social Presence :

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Exp : 16 Location : Greater Philadelphia, United States Job Level : Senior Designation : VP Operational & Regulatory Risk Management Officer at Univest
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Insights For Selling To Tracy

During A Call Or A Meeting

DO's

  • Do some small talk, ask them how things are going on their side
  • Be friendly and entertaining in your conversation
  • Invite them for a lunch or a drink/coffee

DONT's

  • Don’t be too formal, focus on building comfort and trust
  • Avoid cutting into their flow
  • Don’t be excessively objective, be a storyteller

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Tracy is

  • Relationship and trust can be vital with them, sometimes more than anything else.
  • Will you ever get a clear answer from Tracy

  • They are unlikely to say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Tracy move?

  • They are not the fastest decision makers, their friendly approach can give false positive signals.
  • Can Tracy take some risk or not?

  • They can accept limited risks, ones that they think will not impact them personally.

You And Tracy

Personality Compatibility


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